As a Chartered Financial Advisor and a Fellow of the Personal Finance Society, with offices in Essex and Cambridgeshire, I am best placed to provide advice to individual, families, small businesses and land owners in all areas of financial planning.
I started in the financial services industry in 2005 in banking, going on to start my own financial advisory firm, Mayflower Financial Planning Limited in 2014. I aligned my business with True Potential Wealth Management in 2023 to enhance my advice proposition for existing and new clients I have the privilege of working with...
When I founded Mayflower Financial Planning, I did so with the aim that clients would be able to receive advice in all areas of their financial planning needs, in a way that made them feel in control of their money and futures. I know that financial planning tends to come at a time that means change is on the horizon, and this can be daunting. Our clients tell us they feel supported, respected and that no question they ask is made to feel like a silly one
Life changes, sometimes unexpectedly. This is why I ensure that clients have an annual review to discuss their plans and any changes that have occurred or need to be made. I am available at any point in between reviews to discuss changes and answer all your questions.
If you are looking for advice in any area of personal financial planning, for example Retirement, Investments, Financial Protection, Inheritance Tax Planning, and Care Fees Planning, please do get in touch to arrange a free initial meeting.
