I am a Chartered financial planner (being one of the first 300 in the country to achieve this) and a former National Pensions Adviser of the Year. I have also previously drafted questions for the Chartered institute exams.
I have over 35 years’ experience in the finance industry, 25 of those as an IFA following a brief career as a professional sportsman.
My objective is to take the financial world’s jargon and worry away from clients. I’m a big believer in financial planning advice over the sale of a product, utilising the use of cashflow modelling where appropriate to help achieve the financial future clients wish for.
