Director and Compliance Officer
What matters most to our team both at work and in personal time:
Professionally – having confidence in our team to deliver the highest level of compliant service to our clients, maximising our investment in the latest technology so we operate efficiently.
Personally – spending quality time with my wife and two young boys, soon to be three. I’m happiest when we are on holiday in the sunshine, or watching my eldest on the muddy rugby pitch playing for our local team.
I have over 17 years working in financial planning and wealth management and specialising in
- Business Operations
Chartered Financial Planner