Specialism: Financial planning for business owners and entrepreneurs

What professional qualifications do you have?

Chartered Financial Planner.
Certified Financial Planner TM.
Certified Wealth Manager.
European Financial Planner TM.
Qualified Coach and Mentor.

Describe your perfect day?

Beach, BBQ, beer.

What do you most like about your job?

Building a modern financial services firm with great people

Surprise us, something we don’t know about you?

I have two different coloured eyes!

What did you want to be when you were growing up?

A football player for Liverpool. Kenny Dalglish style.

Best thing you ever spent your money on?

Our home in Dorset.