Independent Financial Adviser
I work with private individuals and business owners – with an objective of developing a long-term relationship and helping them build effective and efficient retirement plans.
Originally from a key account management and business development background, I take pride in my communication (I believe firmly in using plain language and no jargon) as well as my strong relationship building and networking skills.
With former roles in other industries – including IT management / consultancy, sales and marketing, as well as being a commercial director with the Chamber of Commerce – I have had considerable experience working with and supporting businesses in and around the local area for many years.
I’m an avid business networker and have built up an sizeable network of quality business connections over the last 20 years or more. My network stretches across The Black Country, Birmingham and surrounding areas and, indeed, the rest of the country; to which I frequently connects clients to my trusted contacts – only where their service is proven and I know they can add value.
Outside of advising – I have love of Art, Music, Film, Cooking, Gaming & Sport; including being a long-suffering West Bromwich Albion fan – but my main focus above all else, is spending time with my young family
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