I am fortunate to have a career in financial services, a sector that enables me to do what I enjoy most; meeting and helping people through their life’s key milestones. Prior to working in financial services, I held several senior roles in accountancy.

Delivering face-to-face financial planning advice is what I enjoy and matters to me most; listening to clients, meeting with their families and friends and delivering bespoke financial plans that support their unique goals.

My clients all differ; in stages of their life and with their financial goals and aspirations. I work with individuals all over the country and my background from accountancy also enables me to specialise in corporate wealth management.

As Director, I also manage and lead the business making sure that we challenge the status quo and lead our future whilst always providing the best service to our clients. Their journey and the relationship we have with them are important. Therefore, we place trust and integrity as the backbone of the lasting relationships that we form with all our clients and indeed, our own staff.

When I am not working, you can find me spending quality time with my wife, friends and family. I have two young boys who are passionate about sports, resulting in many afternoons spent watching underneath an umbrella.

Experience

Wealth management

Investment Planning

Retirement Planning

Inheritance Tax Planning

Cashflow modelling

Sector Experience

Private client

Public sector

Local Government

Corporate

SME

Qualifications

Chartered Financial Planner

Advanced Diploma in Financial Planning (APFS)