I have been engaged in financial services for over 26 years and joined Partners Wealth Management in September 2015.
My working life began in Marine insurance at Lloyds in 1982. I switched careers to professional financial planning in 1989, as a result of being pestered by my rugby team mates. Working and developing my skills and knowledge, initially in a ‘tied’ environment, I eventually incorporated my own ‘Independent’ business located on the Herts/Essex borders in 1998 to better accommodate the more sophisticated demands and needs of my City-based clients. I subsequently developed a local professional and entrepreneurial network of individual and corporate clients, before being approached and acquired by a national independent Wealth Management business in 2005.
I strongly advocate the sourcing of Independent professional advice to discuss and develop a long term financial plan within a trusted adviser relationship to achieve established lifestyle goals, aims and objectives. This is essential in the field of investment where Partners Wealth Management can deliver an unrivalled degree of independence with our Unique Investment Strategy whilst remaining totally agnostic over planning solutions and investment management selection.
I have attained many practical and professional qualifications including the only internationally recognised ‘Certified Financial Planner’ professional accreditation in 2007 and hold the Society of Trustees and Estate Practitioners (Certificate in Financial Services).
Partners Wealth Management is independently recognised, awarded for six consecutive years (2010 – 2015); ‘Top 25 Financial Planning Company’ (previously Independent Financial Adviser) status and for two consecutive years (2014 – 2015); ‘Top 25 Most Admired UK Companies’ by the Wealthnet/Private Client Practitioner.
I am married with four active children with many social interests and very keen on living a fit and healthy lifestyle. My real passion is sport in general and rugby in particular, as a former coach and referee, and having a professional and international level playing son.