What does your business do?
Provides tailored Financial Planning for Directors, Professionals and their family.
What problem do you solve for your customers?
Work towards financial freedom whilst saving corporation tax, dividend tax, income tax and inheritance tax.
Who are your target customers?
Directors, Higher rate tax payers employed professionals, Pre-retirement professionals, charities
What is your biggest achievement in business?
Previously: Started, ran and sold a successful small business.
Currently: The sigh of relief when helping clients with retirement planning
Why did you join BRG?
To retain an active presence and connections in the Banbury area, having recently moved to Leamington Spa after 27 years in Banbury.
How has BRG helped you and your business?
Time will tell! 😉
What are your passions / interests outside of work?
Outside of work, I enjoy entertaining family and friends, socialise at the tennis club, dabble at gardening and try to keep my mother’s cooking skills alive whilst dancing. Not to forget Lockdown country walks!