Wealth Management Adviser
I have been an Independent Financial Adviser since 1996. Over that time, I have developed a keen eye for getting to the heart of a problem, and being able to resolve it swiftly and efficiently. This has proved invaluable on countless occasions over the years and it is this tenacity that has been appreciated by peers and clients alike. Holding the Diploma from the CII, I am an advocate of cash flow forecasting and strong investment management, to help provide holistic financial advice to my clients. Over the years I have been practicing, my areas of expertise have developed to include advising private clients and business owners.
Outside of the office I am a keen sportsman, particularly Cricket and Golf. My guilty pleasures are wine, food and Leeds United football club.