Certified Financial Planner
Chartered Wealth Manager
Chartered Fellow (Financial Planning)
“I have a passion for financial planning and genuinely love working with my clients to help them achieve their life goals and ambitions, all of whom appreciate that financial planning is a key part of the process.”
After graduating from Portsmouth University and a short spell in Corporate Management, I realised quickly that this was not for me and switched to a career in Financial Services working with Wealth Matters in 2001.
Since then, I can honestly say that I have enjoyed every minute, recently achieving the dizzy heights of Fellow at the Chartered Institute for Securities and Investments (CISI). It has been a wonderful journey that I have enjoyed with my lovely and growing client family, who I feel privileged to work alongside.
My role generally includes advising on investment decisions, helping minimising tax, managing risk and investment growth, devising income strategies and estate & legacy planning. I fundamentally work in partnership with my clients, providing peace of mind and proactive advice to ensure they achieve their financial planning goals in the most effective way. This is principally built on trust and an informal long term relationship, which I find brings about the best outcome.
There have been huge changes within the financial services industry over the last 2 decades and with it, never a greater need for quality advice, which continues to inspire and motivate me to bring about profound differences to my client’s lives.
Outside of work, I have been married to my amazing wife for over 20 years and am lucky enough to have 2 great teenage sons, whom I am very proud of. My spare time is spent with them, travelling, flying model RC planes, and ticking off my “bucket list” items.
- CF8 Long Term Care insurance exam with the CII
- Certified Financial Planner
- Chartered Wealth Manager
- STEP Certificate for Financial Services – Trusts & Estate Planning (Distinction)
- Diploma in Financial Planning
Mobile: 07818 063585
Telephone: 01582 720511