A highly experienced Financial Adviser with over 23 years’ experience in the industry, 15 years in the banking sector and the past 8 years with True Potential, advising a broad range of individuals, families and businesses across all aspects of wealth management, including retirement planning, investments, wealth protection and inheritance tax planning...
Since completing the Financial Planning Certificate and Diploma in Financial Planning from the Chartered Insurance Institute (CII) and becoming a qualified Adviser, I have continually enhanced my knowledge and expertise through industry events and formal training courses and hold RQF Level 6 qualification(s) Advanced Financial Planning Process (AF5) through the Chartered Insurance (CII) and the Private Client Investment Advice and Management (PCIAM) qualification, through the Chartered Institute for Securities and Investments (CISI).
Managing your money and planning for the future can sometimes seem complex and time-consuming. I work closely with clients to understand what's important to you and what you're looking to achieve, before providing a tailored, transparent and clear advice to reach your financial goals.
Outside of work I enjoy spending time with the family, playing golf and supporting Manchester United.