Professional Biography
I feel fortunate to have built a career where I can make a real difference to people’s lives.
How do you describe what you do?
I love what I do. I strive to be an architect of wealth creation, preservation and in particular, financial longevity. I specialise in providing financial advice for those affected by serious and catastrophic injury. both pre and post-settlement.
What's next for you professionally?
I feel fortunate to have built a career where I can make a real difference to people’s lives, particularly those affected by catastrophic injury. This is what continues to inspire me.
What's the best piece of advice you've ever been given?
Look after the pennies and the pounds will look after themselves.
What's an experience with a client that's stuck with you?
Despite their injuries, one of my most catastrophically injured clients still tells jokes and is always smiling. I find it both remarkable and inspiring.
When you're not at work, what's your favourite thing to do?
I love the great outdoors. When not in work, I'm usually walking. hiking and travelling (usually a combination of all three!)
What qualifications and memberships do you have?
Fellow of the CII and Chartered Financial Planner.