Independent Financial Adviser
What makes me tick?
I have been an IFA since 1999. During that time I have also held senior management roles within two regional firms.
I joined the Russell Ulyatt Group in 2014, working more closely to home and focusing on clients – the part of my job I have always enjoyed the most.
My role is to help clients plan their long term future and manage their financial assets. This way, they can protect the things that are important to them and live the lifestyle they want, without the fear of running out of money.
The best aspect of my job is helping people achieve something they did not think they had the resources to do. For example, being able to retire early and still maintain their standard of living.
Whilst I look at all areas of financial planning, I specialise in pensions and investments (in particular with people approaching and in retirement).
My professional qualification is the Diploma in Financial Planning.
Out of work
• Real ale