What makes me tick?
As an Adviser and Director, I enjoy making a difference, educating clients and assisting them to meet their life goals and objectives. I am responsible for and relish both the compliance and operational responsibility for the business and striving to improve delivery of our services.
Since joining in 2001, I have provided straightforward, holistic financial planning advice.
I am a Chartered Financial Planner and hold the Advanced Diploma in Financial Planning.
I am a Resolution trained specialist working with Family solicitors for divorce.
Out of work
• Football season ticket holder
• Travelling & socialising with friends