What makes me tick?
I joined The RU Group in 1992.
Now, as Managing Director, I relish the variety of daily challenges and finding out what makes my clients tick, and putting together a strategy that works for them.
I believe it is important to keep abreast of regulatory changes and understand how this impacts on my clients.
My areas of specialism are Independent Trustee, Self Investment Pension Specialist, Trust and Tax planning.
I am DipPFS qualified and working towards Chartered and Certified exams.
Out of work
• Playing golf & watching rugby
• Fair weather cycling
• Spending time with my family
• Drinking & eating – when allowed (and as a result – dieting!)