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Our team specialise in pensions, transfers, advice and much more

I have worked in the financial services industry for many years. During the last few years I have been providing retirement and investment advice. I have extensive qualifications including advice on defined benefit pensions and am working towards a chartered status. I am passionate about providing advice that helps clients achieve their needs and objectives.

I started my career in a private bank where I provided holistic advice, before moving to LV= in 2015. Since then I have provided advice on investments and pensions, before moving to specialising in Defined Benefit transfers.

I have worked in the area of retirement solutions for a number of years and I specialise in helping people navigate the sometimes complex world of pensions. I focus on understanding the customer’s needs and objectives for their pensions and their plans for retirement, whilst ensuring they don’t come to any financial harm.

I have lots of experience when it comes to giving advice and have specialised in the retirement area for several years. I now focus on helping people who want advice on Defined Benefit pension transfers.

I have a wealth of experience when it comes to pensions and giving advice but over the past few years I’ve specialised in helping people who want to transfer their pension plan to a new provider.

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