Biography:

I have been an adviser for 22 years and would consider myself a “general practitioner” having delivered holistic financial planning before it was given a name. My career history includes, working in an old fashioned mutual building society, a pension specialist and a firm of accountants.

Over the years I have given advice to members of the House of Lords, leaders in industry and many of those of us who are a little more ordinary.

I tend to place an emphasis on the importance of a regular review as the last decade has demonstrated the difficulty in maintaining reliable growth and the need to respond to the marked changes in markets and legislation. Often I find that too many rely on a strategy that was appropriate many years ago and are still sticking to the same plan even though the world economy is now very different.

Over the years my clients have been kind enough to recognise my commitment to customer service and now my client list has quite a few duplicate surnames as the children whom I used to see running around during the meetings with Mum and Dad have now become clients themselves.

I speak Italian, my sports are snooker and Jistu but my favourite pastime is spending time with my daughter and nieces, as they all seem to be growing up so fast.