About

A Chartered Financial Planner, Fellow of the Personal Finance Society and Director of RT Financial Planners, I have worked as an IFA in Cirencester since 1998.  Prior to that I worked both at Prudential and NatWest.

I provide a comprehensive level of advice to my clients, with experience and advanced qualifications across a wide spectrum of financial services, including Taxation and Trusts, Pension Investment Options, Retirement Options and Personal Investment Planning.

I have been an IFA for more years than I care to remember!  In some cases I work with two or even three generations of clients.

I work closely with a number of solicitors in Gloucestershire, assisting their clients with all aspects of financial planning, such as dealing with investment and trusts, inheritance tax planning and providing income to support long term care.

I joined the industry 23 years ago and have seen it develop into a professional, focused and valuable service available to all - and one to which I am proud to belong.

I advise on all aspects of financial planning, specialising in investment strategy and life planning - looking after a broad spectrum of clients, from those who are developing their careers and want to enhance their personal finances to those who are approaching retirement and wish to know how best to manage their wealth to benefit themselves and their families.

I am the Operations Manager and Company Secretary and am responsible for the smooth, day-to-day running of the business, keeping in touch not only with our own people but also those in the industry to further one of the most important facets of our company, building relationships.