Professional Biography
I understand what my clients goals are and help get them there
How do you describe what you do?
My role is to understand what private clients, their families and businesses are trying to achieve in life, then put a plan in place, with the means we have at our disposal, to help get them there.
What's next for you professionally?
To continue to prudently serve my existing clients while extending these relationships to their families and friends.
What's your area of expertise?
Pensions.
What's your favourite thing about your role?
The variety of clients I get to meet and work with.
What's next for you personally?
After running two half-marathons in 2025, might there be appetite for a full Marathon in 2026..