I have worked in financial services for more than 30 years and provide broad based advice, mainly to directors, professionals, private, and retired clients helping them with practical solutions to the financial issues that concern them most.



I specialise in the area of Investment planning, Retirement planning, Protection planning and Inheritance Tax planning.

Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have received.

Outside of my business, I am a keen hill walker and reader.

Charity is also important to me, I am passionate about the St. James's Place Charitable Foundation.

In a world of economic uncertainty and ever-changing priorities, it is important to have someone you trust looking after your interests. Planning a secure future for yourself, your family or your business is one of the most important steps you will ever take, so it is vital to regularly review your financial situation to make sure you take advantage of any developments in legislation and tax law.

With offices based in both Derry/L’Derry and Belfast we offer bespoke financial solutions to clients within Northern Ireland.