Director & Independent Financial Planner
It’s important that you always check the credentials of any financial planners you are looking to work with. You can view mine below.
I started my financial services career at the tender age of 19, working for Nationwide Building Society. At 21 I became a mortgage adviser and underwriter, and was one of the first advisers in the country to pass the Certificate in Mortgage Advice pilot run by the CII.
By 23 I had started a role as a Financial Consultant with Nationwide, and until 2013 I worked in various corporate banking firms as a financial adviser.
As my career has progressed over the years, it became clear that being anything other than independent didn’t make sense – so I left the corporate world behind me and became a self-employed IFA. Fast-forward several years, and I now use my 20+ years of financial experience to help my wonderful clients every day.
Being a father of two, family life always takes centre stage. In my downtime I enjoy motorsport, building gaming PCs, watching movies and reading.
- Member of the Chartered Insurance Institute
- Chartered Insurance Institute Diploma in Financial Advice
- Chartered Insurance Institute Certificate in Mortgage Advice and Practice
- Tomato-based sauces
- Milky tea
- Reality TV
What’s your favourite music to play in the car?
Anything rock or modern country is great.
What does your ideal weekend entail?
Simply spending time with my family.
A nice coffee and watching an old episode of Columbo is always good, too!
If you were a fictional character, who would you be?
- Little, green and a Jedi Master at what he does.
What’s the best gift you’ve ever received?
The birth of my two daughters.
- They really do give everything a purpose.
Three small things that make your day better?
Hearing my kids laugh, hearing about my clients enjoying their retirement,
and a good night’s sleep.
Who are your three dream dinner party guests?
Johnny Vegas, Whoopi Goldberg, and Mrs Brown (Brendan O’Caroll).
It would be enlightening and hilarious.
What was the first album you bought?
Guns N’ Roses – Use Your Illusion II