Professional Biography
The only thing constant is change, so you have to embrace it.
How do you describe what you do?
I’m a Financial Planner who helps individuals, families and trusts make the most of their wealth by creating plans that are both technically sound and personally meaningful.
What's next for you professionally?
I'm currently working towards Chartered Status with the CII.
What's the best piece of advice you've ever been given?
The only thing constant is change, so you have to embrace it.
Do you have a significant experience that your clients would want to hear about?
Before becoming a financial planner I had an 11 year career in professional rugby playing for Bristol, Harlequins and Northampton Saints.
When you're not at work, what's your favourite thing to do?
Spending time outdoors with my wife, son and two dogs.
What qualifications and memberships do you have?
- CII Diploma in Regulated Financial Planning
- CII Level 4 Certificate in Discretionary Investment Management
- CII Level 3 Award in Long Term Care Insurance