Since beginning his career in December 2016, Ethan has built over nine years of industry experience, developing a well-rounded understanding of financial planning and client needs.
Ethan holds a Diploma in Financial Planning, along with additional qualifications in equity release, mortgage advice and long-term care insurance. This diverse qualification set enables him to support clients across a broad range of financial areas.
Ethan takes a holistic approach to financial planning, ensuring that every aspect of a client’s financial situation is carefully considered wherever possible. He focuses on understanding each client’s life goals and aspirations, using tailored financial strategies to help them achieve those objectives.
He enjoys working closely with clients to build clear, practical plans that give them confidence in their financial future, ensuring their finances are aligned with what matters most to them.
