What matters most to our team both at work and in personal time:
Professionally – as joint founder I have spent over 30 years growing the business from modest beginnings with two financial planners and a part-time secretary to where it is today. In 2020 I retired as a financial planner and stepped down from the management team to become a Non-executive director where hopefully my experience and grey hairs continue to be beneficial to the business.
Personally – since retiring from full-time work in 2020, my wife and I continue to travel to exotic (and sometimes not-so-exotic) places and plan to do so whilst we are still fit and able. We love spending time with our grandchildren and it is a delight when all the family can travel together.
Eventually when the time comes to slow down, as a keen snooker player I can concentrate on that quest for a 147 break (one can always dream).
I am a former qualified financial planner with over 25 years experience, prior to this I worked in the banking industry.