

About me
With over 30 years of experience in the financial services industry, I have built a career helping individuals and families make informed, confident decisions about their financial future. My expertise spans across consumer finance, commercial finance, residential mortgages, Buy-to-Let portfolios, and later life lending, including Equity Release and Lifetime Mortgages.
Over the years, I’ve advised hundreds of clients — from first-time buyers to seasoned investors — on how to build, grow, and protect their assets. My approach is personal, strategic, and always focused on long-term security and peace of mind.
As demand for robust estate planning has grown, I’ve expanded my services to include Wills, Trusts, and Lasting Powers of Attorney, with a special focus on helping clients protect their family home from threats like care fees, creditors, divorce, and bankruptcy.
Today, I combine financial knowledge with estate protection strategies to help people bulletproof their legacy — using smart tools like Tenants in Common, Discretionary Trusts, and Interest in Possession Trusts.
If you’re looking for trusted, experienced advice on how to structure your finances and estate for maximum protection, I’m here to help.