I specialise in…
Private Client Wealth Management and Retirement Planning.
I am really good at…
Getting to know clients and producing strategies to ensure they have the best opportunity of achieving their goals.
A bit of background…
I graduated with a BA (Hons) in Financial Services from Northumbria University in 2001 and started work for one of the industries largest life and pensions providers. I then made the move to be a Financial Adviser in the retail banking sector before becoming an Independent Adviser in 2009.
Other areas of expertise…
as a Chartered Financial Planner I have a very broad base of qualifications and whilst Private Client Wealth Management and Retirement Planning are my main areas, I am also heavily involved in Trustee investment.
My favourite holiday destination is…
the Italian Lakes, although I like to take the majority of my holidays in the UK and in particular on the Northumberland coast.
My favourite film is…
It’s a Wonderful Life. A great film and an early example of a run on a bank!
