about usAt the end of the day, it is your hard-earned money that you want to invest or protect, and it’s important for you to choose the right financial adviser that you can trust.
I have extensive experience working in the finance sector and thrive on using my knowledge to help my clients invest their savings well and reap the rewards, as well as providing advice and guidance needed to ensure their money is protected.
My financial career began at NatWest in Hebden Bridge where I started as a bank clerk. After seven years at NatWest, I then became ‘The man from the Pru’, working for a local branch, covering Mytholmroyd, Hebden Bridge and Todmorden. By then, I had already gained the trust of the local community as they saw me as a respected financial expert in the area.
I have been an Independent Financial Adviser (IFA) for 20 years working in Calderdale and the surrounding areas. but with clients all over the country. I have my IFS Level 4 qualification in Professional Financial Advice and am currently studying towards Chartered status.
I like to think that I offer my clients a friendly, approachable and down-to-earth service. I want them to feel comfortable and feel that they can trust me to invest and protect their money wisely.
If you need advice on your finances, then please feel free to get in touch by telephone or email. I look forward to hearing from you.