My clients put their trust in me to provide them with sound advice to help them achieve their financial goals. My approach is professional and patient and I seek to give my clients space and time to reach decisions. I have a particular specialisation in retirement advice, inheritance tax planning and trusts. Many of my clients have complex circumstances so I work extensively on a multi-disciplinary basis engaging with solicitors, tax advisers and accountants.
Before joining Investec in 2019, I worked at a number of advice firms across Yorkshire providing advice for private clients, pension schemes, trustees and corporate entities. I have also been a director of a regulated business in Yorkshire which developed joint ventures with both solicitors and accountants, providing specialist and tailored advice to their clients. Although I never stop learning, I have almost two decades of experience in the industry, achieving Chartered Financial Planner (CII) status in 2009. I am also a Fellow of the Personal Finance Society and hold the STEP certificate for Financial Services.
Outside of work my young boys are the focus of attention. Cricket, football and cubs are currently the main focus of attention. When I can sneak away from my wife and kids, I do a lot of running and enjoy nothing better than listening to Test Match Special with a glass of white burgundy.
My areas of expertise
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Losing golf balls across Yorkshire.
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