My role incorporates all aspects of compliance for the firm, including supervisor of Advisers and regulatory returns, plus general operation of the firm and accounting duties. I also manage the paraplanning team.
I’m Chartered Financial Planner level qualified. I started in the industry, aged 18, at Royal Insurance and have worked at Scottish Life, Rathbones, and a few IFA practices over the last 35 years, joining Pavis (now Verso Wealth Management) 6 years ago.
I enjoy spending time with my family, which involves a lot of football, as my daughter plays for Chester, and food, as my son is a budding chef! I also enjoy going to the cinema and reading.