Tel: 01799 521301Get in touch
After having spent 20 years working as an Independent Financial Adviser, working with individuals and small sole trader companies to multi million pound turnover businesses, I am delighted to now be a key part of building our business for the future.
I have spent many years fighting my clients corner with institutions and lenders and I can honestly say that it’s my tenacious and ‘never say die’ attitude that has enabled me to achieve great results when faced with difficult situations. Being able to pull on a network of contacts to help in any situation is a skill in itself as no-one can wear every hat.
Clients often have lots of questions and concerns about their finances and their options. Being able to present to clients what is being asked of them and why in a manner that makes logical sense, using plain English, is something that clients have found invaluable. I enjoy getting to know my clients and, working closely with them, I am able to provide a financial plan or solution to their requirements that is entirely aligned to help them achieve their goals. I keep this plan simple, understandable and achievable.
Outside work I love spending time with my wife and three children. We are all Arsenal fans who enjoy live music and socialising.