I have previously worked at Barclays for 22 years carrying out a number of different roles within the bank before progressing into the Financial Adviser role. I have also worked as an Independent Financial adviser for a local company.
I have worked within the Financial Services industry as a whole for 30 years.
I provide fully holistic financial planning advice for a client’s short, medium and long term objectives.
I am passionate about helping clients to try and achieve their desired outcomes.
I am committed at carrying out regular reviews to ensure client’s plans are monitored and if necessary altered to ensure they keep on track with their desired goals.
Entrusting the accumulated wealth of a lifetime’s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
I am a Chartered Associate of the London Institute of Banking & Finance.
I enjoy travelling abroad with friends and family as well as trying to maintain a decent level of fitness by visiting the gym as often as I can.
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