Bio

Get to know me

I am a certified financial planner (CFP) registered with the FSCA, specialising in risk cover and investments. My involvement with the industry dates back since 1996 and am a member with FPI with up to date CPD requirements. My purpose is to create and protect the wealth of my clients, even in dire times as a result of illness and unforeseen circumstances.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Fiduciary Services

Qualifications

Qualifications

  • Certified Financial Planner (CFP)

Interests

Things I like to do

  • Arts
  • Theatre
  • Triathlon
    • Travelling
    • Experiencing new adventures

CAMPAIGNS

Discover how we can support you

Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

Speak to a planner