After 16 years at Aviva, including a very educational period in London’s West End, I made a decision to move away from dealing with intermediaries to advising clients directly.
During the 16 years building the Midlands business at Coutts, I advised clients across the UK on all financial matters, whether on investment strategy, debt, cashflow management and succession planning.
Level 6 qualified, I’m not only committed to helping clients to meet all of their financial aims, but take particular interest in using 30 plus years of experience to provide constant piece of mind for successive generations.
Landline: +44 (0)115 880 0602
Mobile: +44 (0)7810 334 150