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I specialise in…

All aspects of pensions and financial planning, particularly for individuals before and after retirement.

I am really good at…

Trying to explain complex issues and make things understandable.

A bit of background…

My first job in financial services in 1984 was in the group pensions department of a large insurance company. Since then I have gained experience as a broker consultant and have been an IFA since 1997. I was one of the first Chartered Financial Planners when this qualification was introduced in 2006, and the broad range of my experience has helped me become a Fellow of the Personal Finance Society.

Other areas of expertise…

I have qualified to join the Society of Trust and Estate Practitioners (STEP) as an Associate member and have also been interested in the financial aspects of divorce for a number of years.

Also the Annual and Lifetime Allowance and their impact on members of the NHS Pension scheme and Universities Superannuation scheme have become an area needing very specific advice.

When I am not at work I like to…

Try to get my golf handicap to single figures.

My favourite film is…

The Blues Brothers. “We’re on a mission from God”

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