I have enjoyed over 40 years experience in Financial Services sector, engaging in multiple roles before reaching my current role as a Chartered Financial Planner, were I am able to offer all types of financial advice, including investment advice, wealth management and preservation, as well as pension and retirement planning.
I set up Ely Wealth Management in 2020. Prior to this I co-founded Charles Daniel in 2010. I worked as a Financial Adviser & Stockbroker in the Ely branch of Investment Firm Edward Jones from 2006 – 2009. Previously I spent some 25 years serving in prominent positions within HSBC bank. These have included roles as a Bank Manager in Ely as well as a Corporate Financial Planner.
I am a member of the Personal Finance Society and have been awarded both Fellowship of the Personal Finance Society as well as the coveted status of Chartered Financial Planner. This is the highest level of qualification available.
