Originally from Liverpool and now based in London, I’ve spent years helping people make the most of their pensions and prepare for the retirement they’ve worked hard for.
My clients are typically in their late 40s, 50s and 60s — often with several pension pots collected over a career. Together we bring things into focus, remove the guesswork and build a plan they feel confident about.
You’ll always speak to me directly. No call centres. No handovers. Just straightforward advice from someone who takes the time to understand what matters to you.
A relaxed initial conversation to learn about you, your pensions and your goals.
A clear review of your existing arrangements with practical recommendations.
Ongoing guidance so your plan flexes with life, with you always in control.
Authorised and regulated by the Financial Conduct Authority (FCA).
CII Level 4 Diploma in Financial Planning.
Aegis Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA No. 624298) Registered Office: Warnford Court, 29 Throgmorton Street, London, EC2N 2AT. Registered in England & Wales No 8946610.