In a world where we have infinite amounts of information at our finger tips, my practical approach to technical financial matters is greatly valued by the people I meet. My great passion is to help my clients, who include individuals, families and businesses, to implement and maintain financial strategies. I know that no single approach is right for everyone, and so I maintain expertise in all areas of financial planning to ensure my clients achieve their goals.
This is what I’ve done…
With over 10 years’ of experience in financial services, working for such companies as Zurich, Metlife and James Hay, the experience gained by working for these blue chip companies led me in 2015 to set up as a financial planner and start providing advice direct to clients. With my jargon-free personal service, I attracted a great deal of interest from individuals and businesses who wanted financial advice. This is when I knew that I had to join a larger company, who could give me the support to take my service to the next level. By joining gpfm I knew this was right for my clients.
…And this is what I’m all about
I live in Essex with my partner Lucy and our two dogs (Poppy and Teddy). I am first and foremost a family man and enjoy spending time with the people I love. I am passionate about football and like to think I am quite handy at golf.