DipFPS, LLB
Independent Financial Adviser
Belper, Derbyshire
By listening carefully and focusing on practical strategies, I strive to bring clarity and confidence in what can be a complex and daunting topic.
Financial advice should reflect each client’s unique priorities. As an independent adviser I can tailor recommendations to fit individual lifestyles, goals, and values—never relying on generic solutions.
Challenges like market shifts, regulatory changes and life events are inevitable, but problem-solving is where I excel.
My aim is to ensure clients’ money is actively working toward financial security and growth.
I am committed to empowering women in their financial journey and believe more female advisers can help make financial planning accessible to all.
Whether it’s help with Pensions or Retirement Planning, Investments or Inheritance Tax, Protection needs such as income protection or life insurance, Wills or Lasting powers of Attorney I look forward to making a plan with you for your future.
I specialise in the following advice services:
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.