Professional Biography
The secret of success is how you deal with failure and disappointment
How do you describe what you do?
Chartered Financial Planner providing bespoke financial planning advice who specialises in advising clients, their family, and powers of attorney to navigate the care system and provide the best solutions to meet their care needs.
What's next for you professionally?
To mentor the next generation of advisers.
What's the best piece of advice you've ever been given?
The secret of success is how you deal with failure and disappointment.
What's an experience with a client that's stuck with you?
Being taken to The Ivy (the original one in the West End) in London for lunch with a grateful client who I have been advising for 25 years.
How did you start off in your career?
I went into banking with Lloyds Bank for 18 months. Moved to a small insurance company called Wesleyan then to Pearl Assurance for 12 years. I joined Towry Law in 2000 and have now been at the same firm (with various different names for 25 years).
What's your area of expertise?
Later Life advice helping the elderly and vulnerable meet the cost of care in the most effective way.
Where do you get your inspiration to embrace what's next?
From helping the vulnerable and elderly and seeing how important it is to family members to look after their mum/father/uncle/aunt etc.
What's your favourite thing about your role?
Doing a good job for my clients .
What's next for you personally?
Helping the next generation of advisers.
Do you have a significant experience that your clients would want to hear about?
After 40 years in financial services my experience in dealing with new and existing clients means that I will always put their objectives and ambitions for the future first.
Where's your favourite place to meet with your clients?
In our London office. Great location in the City and lots of places to lunch as well.
When you're not at work, what's your favourite thing to do?
Running, cycling and being with my friends and family.