My journey into financial planning started way back in June 1989. I qualified as a financial planner in 1995 and since becoming co-owner of gpfm financial planners, my role has expanded to include ‘running the business’. This involves a lot more than I ever thought!
The financial world can be confusing and I believe everyone should have access to easy to understand, reliable financial advice. I help people make better financial decisions in areas they might not feel confident to do so.
I build long term, trusting relationships with clients and pride myself on being accessible, responsive and proactive with new ideas where I can be.
This is what I’ve done
I started with Heath Consulting, which was part of a larger insurance broking group. Over the years the financial services part of the business was sold, changed name, went through a management buyout and was then sold again. All of these changes made the company smaller and I found myself being more influential within the business. This sparked the light bulb moment for me and I decided to go it alone and wanted to own my own business.
I was fortunate to be trained by Gerald Pepper back in the day and having remained friends we began discussions about helping him retire and buying his business. Simon and I completed the deal in December 2009.
And this is what I’m all about
I am a family man, married with three children, although my 21-year-old daughter will hate me for referring to her as a child!
I am a passionate Tottenham Hotspur fan (please do not use that against me when choosing your financial planner!) and regularly attend White Hart Lane to enjoy the frustrations of being a Tottenham fan. My sporting interests do not end there, I am a keen skier, enjoy hacking my way around a golf course and the occasional day at the horse racing.
I am also a self-confessed plane spotter! I have always had a passion for aviation, there’s an air of mystery to it that I find fascinating. I will at some point get my private pilot’s licence, watch this space…