For a fee-free, no obligation chat call me on 07359081788
A trusted, local perspective where you control the pace...
About Me
​​
As a proud Trowbridge native, I have deep roots in this community and a strong commitment to its values. With extensive knowledge in financial advice, I am dedicated to helping individuals, businesses and families navigate their financial journeys. My local perspective allows me to understand the unique needs of our community and the surrounding areas.
I am here to provide personalized guidance every step of the way.
I am a member of the Trowbridge Chamber of Commerce. Please click the logo to find out more about the amazing things this encourages
​
A key part of the financial advice process is deciding what services you would like and to agree how you would like to pay for them.
​
At this stage of the process, we will agree with you your priorities and the appropriate fees prior to commencing any work.
​
We cannot charge you a fee for work completed without your prior agreement.
​
Please ensure you are clear about the services you want and how you will pay for them before we proceed with any work that may incur a charge.
We will not exceed a specified budget limit without first consulting with you and receiving your written commitment to proceed further.
The cost of this consultation will be covered by us.
Services I can provide
Pensions
We conduct detailed appraisals of existing schemes, safe income levels and a client’s own unique situation, to assist with a stress free retirement removed from complexity (just how it should be)
Investments
Investment planning is usually much more than just about picking a fund. We help guide and advise the people we work with on where it should go and which types are appropriate for each individual’s circumstances and tax position. We work on a long term basis with the vast majority of our clients, to help with ongoing strategies that help fulfill your financial plans. Remember, it’s all about the end goal!
​
​​
Mortgages
Whether this is sourcing the right mortgage in an ever-changing environment, or exploring your current deal, I work closely with hundreds of individuals and families on helping them get set up safely.
​
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Protection
There are a variety of ways that you can protect your home, family, business. I can provide clear advice on all aspects in this area to give you peace of mind and reassurance.
​
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.