Joined Nelsons 1989
Became Associate 1993
Area of Expertise
- Independent Financial Advice
- Lump sum investments
- Personal Tax planning
- Regular savings plans
- Personal pensions
- Life Assurance
- Health critical illness cover
Professional Information
- Member of Solicitors Independent Financial Advisors (SIFA)
- Advanced Financial Planning Certificate (Law Society equivalent)
- Part-qualified Securities and Portfolio Management
