I started my career with a major high street bank before moving into a financial planning consultancy role.
At DTE Financial Planning, I oversee a team of financial planning consultants, whilst providing retirement, investment and inheritance tax planning ideas to clients myself. As well as providing traditional financial planning, my team provides employee benefit solutions and mortgage guidance to clients throughout the UK.
My team and I are fully qualified to standards set by the financial services regulator.
Specialisms: retirement planning, inheritance tax guidance, investment solutions