I have been a Financial Adviser for 28 years and feel fortunate to do a job I love. I have worked with Four Oaks Financial Services for 2 years and I am passionate about what I do and love building long term relationships with 1, 2 and in some cases 3 generations of families. I am Level 4 Diploma Qualified Pension Specialist also advising on Wealth, Inheritance Tax Planning, Personal and Business Protection, offering holistic financial planning. I help clients to achieve their financial goals, to protect their loved ones, whilst planning and investing for their future and retirement years.
In my spare time I enjoy being with my family, travelling, walking our dogs and attending theatre and ballet productions.
Inheritance tax planning is not regulated by the Financial Conduct Authority.