Helping you to plan for your future with a tailored investment plan
Helping you plan your finances to achieve the lifestyle you deserve
Chartered Financial Planner
Chartered Financial Planner
I have worked in finance since 1978, and as a financial adviser since 1989. During my career I have mainly worked in firms with a strong City bias. During my career I have enjoyed the opportunity to help shape the future of our profession in a variety of roles.
Between 2007 and 2010 I was a Director of the Financial Services Skills Council and in 2007, and again in 2008, I was included in Professional Advisers “Britain’s Top 50 Most Influential Advisers.”
During 2014 and 2015 I was a member of the Education Committee of the Institute of Financial Planning, before its merger with the Chartered Institute for Securities and Investment, when I then became a member of the CISI South Coast committee.
Based in
South East
Covers
Berkshire, Dorset, Hampshire
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