“It is so important that clients gain the most out of their hard work over many years. We help them to build on their accumulated assets to enjoy and make the most out of life experiences.”
I hold the Chartered Wealth Manager qualification and have been a Certified Financial Planner since 2005. I’m very passionate about financial planning and working with clients very closely to discover what’s important to them.
I live with my family in Shropshire and get plenty of exercise walking my two gun dogs on the hills near the River Severn. I also enjoy playing casual golf with friends and clients - yes, many of our clients become friends, and friends become clients!
I love cooking, and of course the food has to be enjoyed with a good bottle of matching wine! I follow Shrewsbury Town Football Club (my local team) and aim to balance work with holidays in sunny locations.