Professional Biography
I just love what I do, I love helping people. Helping clients achieve their goals and dreams is great.
How do you describe what you do?
Two hats. Specialising in advising sports and entertainment clients for nearly 20 years across the men's and woman's games. Secondly specialising in working with business owners/entrepreneurs on their working journey and advising them every step of the way.
What's next for you professionally?
Good question, continue to be a leader in the areas I specialise in and continue seeing my super team develop and evolve over time.
What's the best piece of advice you've ever been given?
Don't waste your time and energy on things you cannot influence.
What's an experience with a client that's stuck with you?
Giving comfort to a family where the husband had terminal cancer, reassuring them everything was going to be ok and them having that comfort and reassurance through a horrible time.
How did you start off in your career?
I started working for a small German IFA who set up in the UK. Everyone was fresh out of Uni and a similar age, it was a lot of fun and I met my wife there!
What's your area of expertise?
Sports & entertainment
Where do you get your inspiration to embrace what's next?
I just love what I do, I love helping people. Helping clients achieve their goals and dreams is great. Helping people on their professional journey and seeing them flourish and develop gives me a great sense of pride too.
What's your favourite thing about your role?
I love sport so being able to work in that space is such fun with some amazing perks. Helping people know they are going to be ok in the future.
What's next for you personally?
Hard question! To see my children happy and doing well at school and beyond. Being happy and healthy.
Where's your favourite place to meet with your clients?
I don't mind! Wherever they want. Going to football training grounds is fun though!
When you're not at work, what's your favourite thing to do?
Spend time with my family.
Why does my role as a wealth manager matter?
Clients putting trust in you to help them with their wealth gives great satisfaction. Helping people achieve their goals/dreams/ambitions and playing some part of that is great.
What qualifications and memberships do you have?
APFS Chartered Financial Planner