I have spent the entirety of my career working in financial services, the first 19 years with Lloyds Bank and Lloyds Private Banking, more recently working for the last 15 years for a large regional Independent Financial Advisory practice.
I qualified as an Investment Advisor in 1999 and obtained the Diploma in Financial Planning in 2011. Due to the nature of my work I obtained STEP Certificate for Financial Planning (Trusts and Estate Planning) in 2015.
In a previous role I developed a close working relationship with a solicitors practice where I worked in tandem with them on numerous vulnerable Court of Protection client’s which I found incredibly rewarding, often making a difference to people with catastrophic injuries and complex circumstances.
I am patient, understanding and able to build rapport and trust quickly with a wide variety of people. I enjoy giving client’s clarity and solutions to their problems and seeing those solutions through to benefit my clients.
I am a keen fan of most sports, particularly golf which my family all enjoy, and we have been to The Open on numerous occasions and The Ryder Cup in Italy in 2023. I am also an avid cook and have visited cookery schools at numerous Michelin-starred establishments.