Who we work with

What brought you here today?

Are you seeking to make a change to your life? Do you wish to retire? Invest for the future? Move house or improve your home? Put your children through private education? Or maybe just get your financial house in order and feel more in control of your money.

Clients come to me for a variety of reasons. They remain clients because they like the way I work, the relationships we build and the results we achieve. I work with clients in Ascot, Windsor, Maidenhead and surrounding areas who are looking for financial expertise and a friendly guide on their journey to their goals.

It all starts with a hot drink

And if you're lucky, a chocolate biscuit too!!

Whether it’s a tea, coffee or hot chocolate (Madeleine’s favourite), we think a drink and a chat in a relaxed environment is the perfect way to get things started.

07968 479 219