Head of Financial Planning and Chartered Financial Planner - Member of the Investment Committee
What matters most to our team both at work and in personal time:
Professionally – it’s all about helping our clients achieve their goals while providing a holistic financial planning service tailored to their needs and objectives; working closely with our clients to help them achieve those objectives through their life stages.
Personally – my family and keeping active. A good homemade Sunday roast is the family get-together of choice, hence the need to keep active playing football.
I have been in working in financial planning and wealth management for over 22 years, specialising in
- Holistic Financial Planning
- Chartered Financial Planner
- Authorised Investment Manager