CII DipPFS, CertsCII (MP&ER)
Financial Adviser with True Potential
With over 25 years of experience supporting individuals, families and businesses across Hinckley and the Midlands, I specialise in helping those over 50 gain clarity and confidence in their financial future.
As a fully qualified Financial Adviser since 1998, I offer strategic advice in key areas such as pensions, investments, retirement planning, inheritance, and protection. My years of hands-on experience, combined with ongoing professional development and membership in the Personal Finance Society, ensure I stay up to date with the latest industry standards and opportunities.
Many of my clients are planning for retirement, considering how best to use their pensions, or looking to protect and pass on their wealth...
I take pride in offering clear, jargon-free guidance tailored to your stage of life, whether you're approaching retirement or already enjoying it.
I believe in building long-term, trusted relationships and providing financial advice that gives you peace of mind. I invite you to explore our website to see how I can help you 'Reach Your True Potential'.
I offer a no-obligation conversation or meeting to discuss your financial goals—and how we could help you achieve them.
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
