What is your role?

I am a Company Director and also the friendly face who provides clients with financial advice. My day to day role varies as I offer a wide range of services, so it differs depending on my client’s needs.

What is your background?

I have worked in financial services since 1984 and spent the first 12 years of my career in local banking before becoming a financial adviser. My experience in dealing with many aspects of financial planning allows me to advise clients in a personal and professional manner.

What do you love about your job?

I love all aspects of dealing with clients. Job satisfaction for me is getting to know and building a relationship with each of my clients, helping them to achieve their financial goals and supporting them through life events. I am in the fortunate position that the business has grown through referrals from our existing clients and I am very grateful for this support.

What do you do in your spare time?

I have three children and love to spend family time together on the North Coast with our Yorkshire terriers. I also coach my son’s football team.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Fielding Financial Planning Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.
TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.
Fielding Financial Planning Ltd is registered in Northern Ireland under reference N1611530. Registered company address: Unit 4, 16 Prince Regent Road, Belfast, BT5 6QR

Copyright 2018 Fielding Financial Planning Ltd