I am an experienced financial service business owner with a demonstrated history in the financial services sector.

This is an industry I absolutely love to be involved in and am passionate about the trusted relationship we have with our clients, some of which have been with me since I started out in our industry over 36 years ago.

Integrated Financial Solutions For You is a business built around helping clients and their families meet their financial goals throughout their lifetime. To help clients with their financial journey we have a team of experienced financial advisers who are qualified to assist clients in every aspect of their financial planning . This includes tax efficient Investment and Retirement Planning, Inheritance Tax Planning, Estate Planning as well as other areas such as organising clients Mortgage and Protection needs.


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I have been a Financial Adviser since 1991, offering over three decades of trusted advice and experience. I specialise in helping families protect and preserve their wealth—particularly against the impacts of Inheritance Tax and Long Term Care costs.

My focus is on delivering tailored, strategic advice that supports clients in passing on their assets efficiently and safeguarding their financial legacy. I understand that every family’s circumstances are unique, and I take the time to develop solutions that reflect your specific goals, values, and concerns.

Key areas of expertise include:
- Estate and Inheritance Tax planning
- Strategies to manage and mitigate Long Term Care costs
- Intergenerational wealth planning
- Asset protection and trust planning
- Ongoing advice to ensure plans remain effective and up to date

With a relationship-based approach and a deep understanding of complex financial matters, I work closely with clients to provide clarity, peace of mind, and long-term security for future generations.

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As both a Financial Adviser and a Mortgage & Protection specialist, I offer a comprehensive approach—whether you're looking to grow your wealth, secure your home, or protect your family’s future. My commitment is to build lasting relationships with clients, providing guidance at every stage of life.

My services include:
- Tailored financial planning aligned with your personal goals and circumstances
- Independent mortgage advice, including first-time buyer, remortgage, and buy-to-let solutions
- Protection planning to safeguard your income, assets, and loved ones
- Ongoing support and regular reviews to ensure your plans remain on track

Over the years, I’ve helped hundreds of clients navigate life’s financial challenges with practical advice and long-term strategies. I take pride in delivering a professional, approachable service built on integrity, experience, and care.

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I specialise in Wealth Management, providing personalised financial advice to individuals and businesses. My focus is on building long-term relationships and delivering strategies that evolve with your goals and life stages. Whether you're planning for growth, preservation, or succession, I offer clear, strategic guidance every step of the way.

My approach includes:
- Gaining a deep understanding of your personal and financial goals
- Analysing relevant financial information and market conditions
- Designing and implementing tailored wealth management strategies
- Conducting regular reviews to ensure alignment with your evolving needs
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With a dual role as a Financial Adviser and Technical Paraplanner, I offer clients a unique blend of strategic insight and technical expertise. My focus is on delivering high-quality, personalised financial advice, supported by in-depth analysis and precision in plan design.

I work closely with individuals and families to help them achieve their financial goals—whether that's building wealth, planning for retirement, protecting assets, or navigating complex financial decisions. As a paraplanner, I ensure that every recommendation is backed by thorough research and aligned with current regulations and market conditions.

My approach combines relationship-focused advice with technical rigour through:
- Understanding your financial aspirations, circumstances, and long-term objectives
- Conducting detailed analysis to develop robust, compliant strategies
- Preparing comprehensive reports and recommendations tailored to your goals
- Supporting the implementation of your financial plan with clarity and care
- Regularly reviewing and adapting strategies as your life and the financial landscape evolve

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As an experienced Mortgage and Protection Adviser, I help clients navigate the complexities of property finance with confidence and clarity. Whether you're a first-time buyer, moving home, remortgaging, or building a property portfolio, I offer expert advice tailored to your unique needs and goals.

I also specialise in protecting what matters most—your home, income, and family—by recommending the right insurance solutions to provide peace of mind now and into the future.

With a client-focused approach and a commitment to long-term support, my service includes:
- Understanding your financial situation and property goals
- Sourcing the most suitable mortgage products from a wide range of lenders
- Providing clear, jargon-free guidance every step of the way
- Recommending protection options that align with your priorities
- Ongoing support as your needs and circumstances evolve

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