I am an Independent Financial Adviser (IFA) with 20 years' experience working in the financial sector. Specialising in financial services, I work closely with many professionals, including charities, accountants and solicitors, although the bulk of my work is with individual clients. RT Financial Planners is a team of five specialist IFAs based in Cirencester and Cheltenham, with a team of dedicated staff.

A life long cat lover I currently have 2 much loved cats, one of whom is pure white with different coloured eyes and  profoundly deaf. I will work closely with friends of FAB for their benefit and don't forget that  FAB will benefit from a proportion of any fees and remuneration generated by financial planning advice and also you the client will also enjoy reduced charges and costs or the choice of passing this saving on directly to FAB. Please quote reference FAB1 when contacting me or RT Financial Planners to ensure both you and FAB enjoy these extra benefits!  

Dedicated to being technically competent, I have progressed through the many and varied professional qualifications starting with the Financial Planning Certificate, I now hold the Advanced Financial Planning Certificate (attained by a minority of IFAs), as well as the Finance Houses Association Diploma and I am also a member of the Institute of Credit Management. Between a personal desire to continue to learn as well as the ongoing requirements of the changing face of financial services, I continue my studies; it is rare for me not to be revising for one exam or the other!

The practice in Winchcombe, near Cheltenham where I am ably supported by Teresa Colbourne-White and Amanda Clements-Hunt, prides itself on offering bespoke client service. Everyone has individual requirements and my portfolio of clients ranges from those with millions of pounds under investment to those requiring individual pension planning and inheritance tax mitigation.

Being competent, well connected and always striving to offer an excellent client service are just some of my key objectives. Trust legislation, for example, could affect many areas of financial planning including Inheritance (IHT) planning. For information please do get in touch. As a result of my belief in the importance of relationship building, I find most of my new clients come through a personal recommendation or referrals from professionals. Married, with three children and living – as well as working – in Cheltenham, I find many of my clients are close to hand.

You are welcome to contact me via e-mail or telephone or if you would like me to contact you then feel free to submit the short form below and I will get back to you as soon as possible. Please include the reference FAB1 when contacting me