I have over 35 years in the financial services industry, including having been initially an Abbey National Manager, at their branch in Oswestry, for 13 years. I have been an independent for 10 years.

I offer a free, preliminary consultation via visit to my office, e mail or phone. I deal with all aspects of personal finance, including mortgages and equity release; investment planning, pensions; tax efficient savings plans encompassing inheritance tax planning and family protection advice.

I have lived in the area for many years and am a past president of the local Rotary and Round Table clubs.