Since 2004 I have been helping families, individuals and businesses with financial advice. I find nothing more satisfying than seeing clients achieve goals that we have planned together. Most of my business is helping clients to invest for their future. This could be by investment advice or pension advice. You may want a pension review to ensure you are on target to achieve your retirement plannin
g or an investment review to make sure you are on track. I can help set up a new personal pension, or if you are a business owner, I can help you with an auto enrolment scheme. I am also able to help clients with inheritance tax planning to make sure as much as possible is passed on to your beneficiaries. Financial planning is not always about rosy pictures of the future. I have clients that needed advice on pension sharing on divorce and I also help clients plan for the worst happening with life insurance to protect loved ones or perhaps their business. Managing finances and planning for the future can be time consuming and confusing. I am here to make it easier and can help with every aspect. Using True Potential’s market leading technology, I will provide you with an award-winning solution that is easy to understand and keep track of with access to everything online and in one place. I am based in Kings Hill, near West Malling, Kent. I do have clients Nationwide, but most of my clients are based locally in Tonbridge or Tunbridge Wells or elsewhere in Kent, Surrey or London. Outside of work I enjoy spending time with my family, running and the gym. I compete in obstacle course races and have represented the UK at age group level at European Championships.