I am 58 years old and have been married to my wife Sharon for 27 years. We’re very lucky to have a twin boy and girl William and Aimee. William is a police officer and Aimee is working in Financial Service and is training to become a Financial Adviser. I started as a Financial Adviser in 1983 as your ‘Man from The Pru’ and have worked in Financial Services ever since in various adviser and management roles. My role is very rewarding because I help individuals and families achieve their financial goals. I gather a sense of purpose when I see the peace of mind and happiness that this can bring to them.
Qualification: Diploma in Financial Planning
Sustainable: In-house training
Senior Financial Planner
38 years of experience
- Walking along the North East coast with my wife (....and the dog!)
- Watching wildlife
- Sampling the local tea rooms on our walks
- The tea rooms serving scrumptious cake that just needs to be eaten!