Following an 18-year career in military aviation I was selected for training at Quilter’s Adviser Academy. My first role following qualification in 2022 was with a large regional IFA firm where I gained a broad exposure to investment and advice activity.
I believe that everybody should be able to access straightforward and timely financial planning, and that the process works best when there is a frank and transparent understanding between client and adviser. I advise on wealth and protection planning, and help clients with investments, pensions, and life & health insurances.
My time outside of work revolves around my family: mostly ferrying my school-age children to various clubs and sports events, and managing the energy levels of my hyperactive rescue dogs.