Department: Financial Planning Team
Position: Independent Financial Adviser
Hello, I joined the firm in 1993 following thirteen years with Legal & General’s Broker Division.
I specialise in investment and financial planning and am a member of the Personal Finance Society. I also hold the Advanced Planning Certificate in tax & trusts, personal investment planning, and pension planning. Since the financial crash of 2008, there have been many challenges around wealth management and it has been stimulating helping clients grow their portfolios in a way that protects and enhances their financial well-being. I have particular expertise in:
When I haven’t got my nose stuck in a spreadsheet I’m probably playing golf in North Wales desperately trying to improve my handicap. I’m a keen sportsman and football fan as well an enthusiastic golfer. I no longer manage football clubs these days, other than in the Daily Telegraph Fantasy Football League where I currently languish in 48,278th place.