I have twenty-seven years experience in the Financial Services Industry including the management of a Building Society Branch Office prior to joining the firm in 2000. My professional qualifications include Associate Membership of the Chartered Institute of Bankers (ACIB), Associate of the Personal Finance Society (AFPS) and Associate Member of the Institute of Financial Planning (AIFP).
I specialise in the technical aspects of wealth creation and preservation involving trusts, pensions, pre and post retirement planning, personal taxation and inheritance tax advice. I am also the Financial Services Compliance Officer for Birkett Long LLP.



