FINANCIAL PLANNING CONSULTANT
TELEPHONE: 0800 142 2953
MOBILE: 07738 120697
I have worked as a Financial Adviser for over 12 years now, joining Octagon Financial Services in 2012 as a Financial Planning Consultant.
I always make sure I’m up-to-date with any changes in my clients’ circumstances, and they all know they can call me whenever they need me. They often recommend me to friends and family, which is the best way of knowing I’m doing a good job for them.
Outside of work I enjoy spending time with my wife and children. I enjoy sports, particularly football, and help out at a number of local sports clubs. My children are pretty sporty too and I love to watch them play football, tennis and netball.
How can I help you?
Whether I’m helping with investments, pensions, life insurance, or indeed any of our services, I explore all the available options. When it comes to financial advice, one size definitely doesn’t fit all. I identify which products best suit your needs in order to achieve the outcome you’re looking for. I help my clients with:
- Investments & Savings
- Inheritance Tax Planning
- Alternatives to Cash ISAs
- Estate Planning
- Life Insurance
Some of the products/services shown above are not or may not be regulated by the Financial Conduct Authority.
LOCATION / NOTTINGHAMSHIRE / DERBYSHIRE