Should you need to contact me regarding any of the services that I provide then please contact me by phone or email me as shown below.   I offer a home service and are more than happy to come and discuss any aspect of your finances in the comfort of your own home

I am Diploma Qualified in Financial Services and can therefore advise clients on

• Pensions, including transfers
• Open Market Option / Annuities
• Investments / ISA’s
• Life Insurance / Critical Illness / Income Protection
• Mortgages

In 2011 I was invited to join Platt Morgan & Partners who are members of the St James’s Place Partnership, the sole advisory channel for the St James’s Place Wealth Management Group.  I therefore now operate under their registration and licensing codes

For further information on the services offered by Platt Morgan & Partners and St James’s Place please refer to the links below

• www.plattmorgan.com

• www.sjp.co.uk