I am a Diploma qualified Financial Advisor, with over 16 years of experience in Financial Services, and I have now started working towards my Chartered qualification.
I have gained a wealth of experience working for Banks, Building Societies and Wealth Management firms. Most recently, I have worked predominantly with pensions, both in accumulation and drawdown.
I’m a good listener and always interested to learn about my clients’ lives and their goals. I also like the technical detail involved in creating financial plans.
I’m a keen golfer, even more so now that my son has started playing too. In fact, his extra-curricular sports activities have become mine, as I now coach his Under 15 hockey team and assist with the cricket team training.