Professional Biography
Clearly explained, high quality, holistic advice from an experienced straight forward Yorkshireman.
How do you describe what you do?
I am experienced Chartered and Certified financial planner who specialises in retirement planning, higher earnings and IHT mitigation.
What's next for you professionally?
In an ever-changing landscape, I continue to develop to meet the advice needs of my clients.
What's the best piece of advice you've ever been given?
The last piece! You are only as good as your last piece of advice.
What's your area of expertise?
I specialise in providing advice to clients who are looking to insure against what can go wrong as they accumulate towards retirement. Those at or preparing for retirement and those who want to reduce their potential inheritance liability.
What's your favourite thing about your role?
The joy of bringing clarity and understanding to clients in an ever more complicated world.
What qualifications and memberships do you have?
- BSc (Econ.)
- ACIB
- FPFS
- Chartered FCSI