Director & Chartered Financial Planner
My career in financial services started following graduation from university in 2009. I joined the Wealth Experts team in January 2014, becoming Director in 2019.
I help clients achieve the life they want without the fear of running out of money. By getting to know my clients, understanding their goals, aspirations and concerns, I am able to create intelligent solutions that are right for them.
I have experience working with individuals, their families, business owners and trustees, assisting them to gain clarity over their current situation and their desired goals. I help my clients to manage their finances throughout their life, not only to reduce tax but also to create and maintain wealth, helping them live life their way.
What do you enjoy most about your job?
Meeting with clients and hearing their stories. Working with them over the long term to help them live the life they want to lead and help solve their problems along the way.
How do you most like to spend your time outside of work?
Spending time with my wife Laura and son and daughter, Olly and Poppy.
Travelling and playing football (injuries permitting).
Something guaranteed to make your day better…
A traffic-free commute.
Book a meeting with one of our wealth experts, call 01782 345100 or book online.