My focus is on taking the time to fully understand my client's lifestyle, their family and what makes them tick. By starting with a blank page I can understand what is important to them and what their hopes and dreams are for the future, so that I can start to build a financial plan to help them achieve those goals. I believe that life and finances are very much about balance, for example: assets and liabilities, income and expenditure, spend or save, risk and reward, income or growth, work and play. It is vital to understand my client's current position and where they would like to get to, whether that be funding for retirement, determining if they have enough to retire, or passing money down the generations' tax efficiently. This is an ongoing process that will be refined and amended each year where appropriate, through navigating life's challenges.
I have worked in financial services for over a decade having joined a firm as a graduate, learning the industry from the bottom up. This has given me a grounding that is vital to build long term, real relationships with colleagues and clients alike. I am now a Chartered Financial Planner and Fellow of the Chartered Insurance Institute, which gives my clients confidence in my ability to deliver tailored financial plans that are flexible enough to deal with life’s challenges. I continue to learn and study so that I develop and I have a particular interest in the field of behavioural finance which I find fascinating.
Having played rugby for nearly 30 years I now enjoy playing golf at the weekend. It is a great way to catch up with friends and have some friendly competition. I run most days with my dog, Pickle, in the woods near my home. I have a young family so when I am not working it is all about family time.
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