As an independent financial adviser, I have spent over 30 years advising client on their personal finances. I specialise in providing support to individuals and families within the UK and my aim is to ensure that my clients achieve their financial goals.
In order to achieve these goals, I use the bespoke technology, cash flow modelling and access to the widest range of financial products accessible through the Partners Wealth Management service. Due to the complete independence within which the firm operates, I can provide the best possible service to my clients.
I have always believed that the most important part of financial planning is to truly listen to my clients and work collaboratively and create their plan with them. This often means including all family members which widens the relationship and as a result, over the last 30 years these relationships have grown into friendships. This is one of the most rewarding aspects of my job.
Outside of work, I enjoy family life with my wife and four daughters. When I have a spare moment I play an average game of golf and enjoy watching rugby.