I specialise in…
Investments, in particular for retirees wanting estate preservation combined with income.
I am really good at…
Helping people to adjust to life in retirement and to manage the changes in their financial circumstances. Practical guidance as the result of over 20 years’ experience in this area.
A bit of background…
I was involved in advising senior staff who were made redundant following privatisation in the power companies in the early 1990’s. Many of my clients have retained my services since that time.
Other areas of expertise…
I have always advised on investments and estate planning in the retirement marketplace and prefer to stick to what I do best.
My favourite holiday destination is…
Thailand. My clients always know where I am over Christmas and the New Year!
My favourite books are…
- The Millenium Trilogy – Stieg Larsson
- And books by James Patterson, David Baldacci and Robin Cook
- For non-fiction I like to read autobiographies
