I have been advising clients on all aspects of financial planning since 2001 and whilst I am comfortable in all areas have extensive experience in inheritance tax planning.
Over time I have acquired and developed the skills necessary to explain complex financial matters to clients in plain English.
I started my working life as a Branch Manager in Lloyds Bank and have been in Financial Services for 25 years.
I enjoy helping clients to achieve their financial goals and whilst I regard myself a holistic financial planner, I particularly enjoy helping clients with planning for their retirement.
As Directors we have two main priorities:
Firstly, to continue to deliver the high levels of service and satisfaction that our clients expect and that South Coast Financial Planning Ltd has a reputation of delivering and secondly, to ensure that South Coast Financial Planning Ltd remains a great place to work for all our superb team.