Specialism: Later life planning

What professional qualifications do you have?

Chartered Financial Planner.
Fellow of Chartered Insurance Institute.
Certified Financial Planner TM.
European Financial Planner TM.

Describe your perfect day?

Being in the countryside all day walking, followed by a relaxing meal with good company, followed by a bit of a boogie!

What is your best meal ever?

At a little street cafe in Lamu, Kenya.

What do you most like about your job?

Helping people.

What do you do for fun?

Outdoor things, reading, lying in the sun, listening to music.