DipPFS – Financial Planner
I have spent my entire career in the financial services industry. This includes over three decades years working with an international banking group in both their retail and corporate sectors.
In 2016 I joined a leading automatic enrolment and pensions advisory company as a client relationship manager. This gave me the opportunity to continue to work with corporate clients, helping their employees understand and benefit from the company pension legislation.
However, as a qualified financial advisor, I also really enjoy working with individual clients helping them to achieve their goals, resolve their financial needs, and live the lifestyle they want.
In my spare time I am chairman of my local school governing body, a regular gym member and a keen Leeds United fan. Whenever the opportunity allows, I also enjoy visiting my son in Australia.