I have joined the Vision team after a successful 19 year career with HSBC bank. During this time, I have spent the last 15 years providing financial advice to high net worth clients across East Anglia and beyond.
I chose to join Vision after being impressed with the proposition available to clients. As an Independent Financial Adviser, I will be able to offer a completely independent financial advice service using a truly “best in market” approach, on a bespoke, individual basis.
I firmly believe in placing my clients at the centre of everything I do and this is achieved by providing an exceptional service and building professional long-term relationships based on trust and integrity.
Recognising that everyone is different, I am passionate about working closely with clients to establish financial plans designed to meet your needs and reviewing results regularly to evaluate the progress towards meeting individual financial goals.
This can range from a review of your current financial position and recommending strategies for investment management, retirement planning, estate planning and protection for you and your family.
Outside of work, I enjoy spending time with my two young children, playing golf and supporting my local football team.