I have recently joined the PMW team of Chartered Financial Planners and I am looking forward to working with our clients and wider team in delivering exceptional advice and service as part of my role. I have been working in financial services as a regulated adviser for 20 years with various organisations and roles, including as wealth manager, independent financial adviser, chartered financial planner and stockbroker. I have significant business experience, both in practice and academically, which includes founding an eclectic mix of businesses and being awarded an MBA from the University of Nottingham.
My professional experience and strengths are most aligned within the areas of lifestyle based financial planning, pensions, estate planning, investments and offering an entrepreneurial outlook towards a family’s personal finances to identify opportunities and efficiencies that will improve their financial position.
Outside of the office, my passions are spending time with my family, playing and following football, cinema, gym and more football.
