Department: Financial Services
Position: Independent Financial Adviser
Additional Qualifications: DipPFS CertsCII(MP&ER)
Hello. I joined the Cullimore Dutton team as part of the acquisition of Yates & Co. in February 2019 having had an excellent business relationship with the firm over many years.
I have worked in the financial sector for over 30 years, the last 12 of which as part of Yates & Co. In joining Cullimore Dutton, I have become a member of a well-established Chester-based financial services team with a wealth of experience and an enthusiastic outlook for the future.
My role is to help clients achieve financial security and peace of mind in a friendly and professional manner, I enjoy the challenges each day brings with the satisfaction that our clients well-being is at the forefront of my work. I have particular expertise in:
I am a firm believer that a problem is not worth solving if it can’t be done in a spreadsheet, using them to help clients make sense of the myriad of choices available is a large part of my work.
When I am not in front of a PC, I enjoy gardening, quizzes, clay pigeon shooting and watching musical theatre with my family. I am also a fluent Welsh-speaker.