Based in Solihull, I provide wealth management advice to clients throughout the UK.
I have worked in Financial Services for over 20 years. Prior to becoming a Financial Adviser, I worked in Compliance and Risk. As a consequence, I have an excellent understanding of my regulatory obligations and an appreciation of the importance of making sure my clients have a complete understanding of any action we may take and the journey ahead of us.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Fundamentally I see my approach as one of problem-solving for my clients - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, I am a keen runner and am a member of my local running club.