I am a long standing fee based financial planner with an interest in ethical investment (past UKSIF board member 2006-09) and sustainable provision of affordable financial planning services.
My wife and I have a small family firm in Taunton, Somerset rated 12th in the FT Adviser Top 100 financial adviser firms.
I presently sit on CISI Financial Planning Forum Committee and am a Trustee for a grant awarding Charity.
I previously completed six years on the FCA Smaller Business Practitioner Panel (representing the social investment sector) during which I served on the FAMR Expert Panel and Financial Advice Working Group.
I am a past winner and latterly judge of the Money Management Financial Planner of the Year.
Qualification: Chartered Financial Planner
Sustainable: In-house training
25 years of experience
- Happy clients
- Time with my family
- Watching most sports
- Reading a good book
- Consumer detriment
- Replatforming exercises (often causing the former)
- Rapidly rising cost of regulation and PI insurance
- Attention stealing nature of social media
- Cottage cheese