I have worked in the financial services industry now for over 30 years, providing advice on all aspects of financial planning including, personal and business protection, pension and retirement income planning, investments, inheritance tax planning and long-term care funding, with a particular focus on tax mitigation and capital protection.
As a Financial Adviser, I look to build long-term relationships with clients and have a number of clients that came to me when I first started my career and who I still deal with now.
Contact us
We are proud to be recognised as a Top 100 Accountancy firm in the Accountancy Age 2023 survey. We are longstanding and active UK200Group members, and affiliate members of AGN, an international association of accountants. We have One Star Best Companies status, reflecting our commitment to being a great workplace. As a Xero Platinum Partner, we are dedicated to supporting our clients in online accounting.
Countrywide House
23 West Bar Street
Banbury
Oxfordshire
OX16 9SA
T: +44 (0)1295 250401
