He has been in the Financial Services industry since 2012, following his graduation from Newcastle University. Edward is a Chartered Financial Planner with the CII Level 6 Advanced Diploma in Financial Planning (APFS) and was recognised in 2025 by the Insurance Institute of Liverpool as one of their top three examination candidates. He advises across all areas of financial planning and is building specialist expertise in the NHS Pension Scheme.
Edward helps clients make confident, well-informed decisions by bringing clarity to complex financial matters. He takes care of the detailed work and keeps pensions and investments running smoothly, so clients can focus on what matters most. His goal is to help clients make the most of their resources and uncover planning opportunities they may not have considered.
Outside of work, Edward enjoys spending time with his wife and two young sons. He also plays tennis and padel and is a keen supporter of Manchester United and St Helens RFC.
