How can I help you?
I have been providing regulated financial advice for the last 20 years to both individuals and businesses and enjoy building relationships with clients to ensure that we can work together in delivering their financial goals.
Most recently I have worked for Lloyds Private Bank in managing a portfolio of investment clients and further providing holistic advice covering protection, retirement and estate planning. This was followed by working for a local Independent Financial Adviser firm, which allowed me to be part of the local business community and something I look forward to continuing at Tees.
Delivering what you really need
My approach to advice is always to listen to clients, what are they looking to achieve and then by asking more questions we can start to plan appropriately. Once we have a plan, I am a firm believer in delivering this in a simple, clear and concise manner.
I hold the Private Client Investment and Advice Management qualification and expect to be a Chartered Financial Planner very soon.
What else should you know?
Outside of work I am Head Coach of Bishops Stortford Rugby Club under 10s and have rekindled my love of open water swimming during this current lockdown period. Watching my 2 children in all of their endeavours also gives me enormous pleasure.