I am a Specialist Business and Personal Protection Adviser working closely with my clients to define what is important and providing solutions that work for them as both individuals and business owners. I live in Crewe and cover Cheshire, Staffordshire and Manchester.
As a Specialist in Business Protection, I work with you to ensure that if you or your fellow Directors were to die, have a critical illness or not be able to work due to illness that the business could continue to operate. I can also advise you on how to take out tax efficient Personal Life and Critical illness cover through your business. I can also provide cost effective employee benefits solutions.
As a Specialist Personal Protection adviser, I can advise what sort of protection is right for you and your family. This might be Mortgage Protection, Life and Critical Illness, Private Medical or Income Protection. You might need to make plans to provide funds to pay any possible IHT liabilities. I can work with you to put plans in place that are right for you.
I have spent most of my career working in business. I have been a business owner and Director of 2 SME companies, CEO of a charitable trust and a Senior Manager in a FTSE 100 company. My experience across a range of business sectors and sizes gives me great insight into how different businesses are all similar yet unique. My experience helps me to work with you to define the needs for your business and advise you on solutions that work for you.
What’s important to me?
My passion is for wildlife and travel and being a foodie. I particularly love the varied climes of South Africa and all it has to offer, but I love discovering new places and new ideas. Being passionate about food, I do like to cook good food and experiment with new techniques and ingredients. I have 3 dogs who are adorable so naturally I love to spend time with them too!