Likes
- Dogs
- Weightlifting
- Movies
- Holidays in the sun
- Skiing
Dislikes
- Queuing
- Mushrooms
- Not getting enough sleep
- Badly formatted text
- People who are unkind to animals
At work
Born and raised in Bristol, I have worked in the financial services profession for over fifteen years, and with independent financial advisers for nine of those. I have worked in-house and outsourced, for big and small companies helping construct financial advice for a wide variety of clients.
Over the years, I have built up strong technical knowledge in a number of areas including pension and investment planning, at retirement, trusts & estate planning, constructing lifetime cash-flow models and financial protection.
I was very proud to be awarded with the CISI ‘Paraplanner of the Year’ Award in 2019. I achieved the same award in 2017 from Professional Paraplanner magazine.
Personally
When I’m not paraplanning, you can usually find me at the gym, spending time with my dog and guinea pigs or getting out and about with friends.
Qualifications
Chartered Financial Planner
This is widely accepted to be the 'gold standard' qualification for UK professional financial planners and advisers. By definition, holders of this status are among the most experienced and most qualified advisers in the profession.
Fellow of the CII
Fellowship of the CII involves the completion of a personalised, structured advanced professional development programme.
Certificate in Paraplanning
The level 4 Certificate in Paraplanning offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas
Here for you every step of the way
A highly qualified team of Chartered and Certified Independent Financial Advisers, based in Bristol.