Professional Biography
Every conversation is about making dreams possible.
How do you describe what you do?
I provide ongoing support and guidance to my clients, I add the personal and human aspect to making goals a reality. For me, it's more than just numbers. What I do is become a trusted point of contacted, if I can't help I know someone who can!
What's next for you professionally?
To continue supporting my clients.
What's an experience with a client that's stuck with you?
My client wanted to help her children with some deposits for first homes but needed help in explaining their situation coherently within a family dynamic. It was a great opportunity to engage with the wider family and provide that holistic service.
What's your favourite thing about your role?
Helping people! It’s the ability to help turn their aspirations into reality; Being able to tell my clients that they can retire, go on that holiday and that they can support family members. This is the power of Financial Planning.
When you're not at work, what's your favourite thing to do?
I am quite active, I ride my bike a lot (possibly too much if you spoke to my wife!) and as I live by the sea I enjoy Kitesurfing and occasionally Paddleboarding. We have a Cockapoo called Barney who enjoys a weekend walk on the South Downs.
What qualifications and memberships do you have?
DipPFS