I am a Chartered Financial Planner who provides help, guidance and advice to a wide range of people who are at different stages of life. I help with answering the hard questions, like ‘do I have enough money?’, ‘would my family be ok if anything happened to me?’ or ‘how can I make the most out of what I have?’.
We do this by working together to find out what really matters to you, before building a financial plan which helps to show you your money in a way that is simple, clear and easy to follow. If there are any areas that could be improved upon we would discuss these in detail and I would provide you with the advice needed to ensure your finances are in the best possible position.
I live and work in the North West with my lovely wife Kate, our young daughter Ivy and our cocker spaniel Mabel. They all keep me very busy, but when I get any free time I enjoy it watching football, reading and releasing my inner geek through the occasional video game.
Qualification: Chartered Financial Planner
Sustainable: In-house training
Chartered Financial Planner
7 years of experience
- Manchester United
- Playing Golf
- Putting out the washing