Independent Financial Adviser
What makes me tick?
I joined The RU Group in 2003.
I value the importance of understanding clients’ circumstances and concerns.
I enjoy providing an ongoing structured plan with the aim of helping them achieve their financial objectives and giving them peace of mind.
I hold the Diploma in Financial Planning and am a Certified Financial Planner (CFP).
My specialism is in authorised pension transfers.
Out of work
• Coach at local Swimming Club
• Watching sports
• Keeping fit
• Family & holidays