How can I help you?
After leaving the Merchant Navy, I joined the financial services industry 30 years ago. During this time I have gained a wide range of knowledge and experience building my career across local and national firms. This has enabled me to advise on all aspects of financial planning. Today I use this experience to manage and support the Wealth Advisers adding to the client experience.
Delivering what you really need
Here at Wealth we are uniquely placed within Tees to work closely with our clients. Typically our clients are also clients of the law firm who need joined up financial and legal advice. We also look after a wide range of clients with no law connection. Most days are varied. Queries range from “can you help me plan my retirement income?” through to “How do I ensure financial security for myself and my family”?
Working like this ensures that the right solutions are put in place for our clients. As well as giving our clients the advice they require we also make sure that our clients’ circumstances are reviewed on a regular basis, thus ensuring that the best-laid plans are not knocked off course by the curve balls that life can throw. Contact me for more information about our services.
What else should you know?
I hold the Financial Planning Certificate, as well as the Diploma in Financial Advice and Advanced Diploma in Financial Advice (chartered status). I am also a Pension Transfer Specialist.
Outside of work, I enjoy visiting the gym and recently started Yoga classes. I enjoy a good read, gardening, travel and when time allows catching up with my old shipmates.