I am Yorkshire based and provide wealth management advice to clients seeking to discuss their finances and goals in the comfort of their own home.
I have over 8 years of experience within financial services advising clients within subject areas such as investment planning, retirement planning and family protection. I also specialise in the area of Inheritance Tax planning and aim to help clients solve the problem of Inheritance Tax via the effective use of trusts*, gifts and effective tax planning.
I am fully qualified to the most recent standards for advice which is the Diploma in Financial Services and have added to this academic success by completing a Degree in Banking and Financial Planning at the University of Northampton. I am also currently working towards becoming a chartered financial adviser to complement the already professional qualifications I currently hold.
Prior to joining the financial services industry, I spent 4 years working in the hotel industry at Tankersley Manor part of the Q-Hotels chain of premier hotels. As a consequence, I have now established many working relationships with many different individuals who may have set up their own business or simply have personal needs for their family’s estate. This was mainly due to the conference facilities offered by the hotel and the need to appreciate individual tastes, methods of communication and delivery of a quality service first time.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and comprehensive service.
Outside of my business, I am a keen footballer with a loyalty towards Barnsley Football Club and have a young family that keep me active at the same time.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
* Trusts are not regulated by the Financial Conduct Authority