I’m a Chartered Financial Planner with nearly 18 years of experience helping individuals and families achieve financial security. Trust and integrity are the foundation of my approach, and I take pride in offering tailored financial advice that truly aligns with my clients’ needs and aspirations.
Our office is based on the high street in Mold. We use to say near Chester now we say near Wrexham'ish!! We specialise in retirement planning, investment management, and inheritance tax planning. My goal is to help clients make the most of their wealth — whether that means securing a comfortable retirement, growing their investments, or ensuring their legacy is passed on efficiently...
As a Chartered Financial Planner, I have met rigorous professional and ethical standards, meaning my clients can be confident they’re receiving expert, unbiased advice. I have extensive experience in the ‘at retirement’ marketplace and Later Life Planning, guiding clients from wealth accumulation through to retirement income strategies and estate planning. My focus is always on maximising tax efficiency and long-term financial stability.
I believe in building lasting relationships with my clients by offering regular, insightful consultations. I take the time to listen, understand, and create a financial strategy that works for them, adapting as their needs evolve. I will always treat clients money like it was my own money but in the clients shoes in a compliant manner.
We offer face-to-face meetings either at our office or in the comfort of clients home, as well as digital or telephone appointments—whatever suits you best.
Outside of work, family is everything to me. I cherish time with my wife, Amanda, and our three wonderful children—Evelyn-Bestie (8), Raymond (5), and Maggie-Jean (4). If they’re happy, I’m happy!
If you’d like to discuss your financial future and how we can work together, feel free to get in touch.
