About the Business
I am a Financial Adviser with over 25 years experience in the Financial Services industry. I provide a range of financial services and advice for clients across the North East of England. Areas I cover include, Teesside, County Durham and Tyne & Wear, however, I also have clients across the UK.
Investment in modern technology has made this more practical for me. As part of my ongoing service I keep in regular contact with my existing clients by email, newsletter and telephone. For clients outside the Teesside area, I often conduct video conferencing calls using software such as Skype. For "face to face" meetings I can visit my clients at their home, place of work, or if they prefer, they can visit my office in the centre of Hartlepool.
Financial planning is a very personal matter. No two people have identical circumstances, ambitions and needs. What's more, needs often change over time and everyone's financial situation is different.
Location & Hours
87 Stockton Road
