Independent Financial Advisor in Wimborne, Dorset

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Before becoming an adviser, I worked in life assurance companies for 15 years, mostly in marketing. During that time, I developed, launched and promoted products, which helps me to understand how they work. I have been an adviser for over 10 years.

I have the Advanced Financial Planning Certificate of the Chartered Insurance Institute, and I am working towards the Chartered Financial Planner qualification. I am a Diploma member of the Personal Finance Society, and I have specialist qualifications in Long Term Care and Equity Release.

I am on the Ask The Experts panel of the Financial Mail on Sunday. To see my contributions and other articles, go to www.thisismoney.co.uk

• Protecting the family’s finances through life and income insurance
• Buying a property with a mortgage or remortgaging
• Building a balanced savings portfolio
• Planning for and enjoying a comfortable retirement
• Releasing equity from your home
• Paying for long term care – in your home or in a residential home
• Reducing Inheritance Tax on your estate, perhaps using Trusts

Your home may be repossessed if you do not keep up repayments on your mortgage. To understand the risks of equity release by using lifetime mortgages / home reversion schemes, ask for a personalised illustration.

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