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Experience
I started my financial services career with Barclays, where I had 10 successful years, both advising and managing a team. I’ve also worked at NatWest and within financial services recruitment, helping advisers grow their careers. I started advising on equity release in 2017 and this is where I now specialise.
My North Star
Having advised on many products within financial services and helping people in later life achieve their goals and aspirations, is the most pleasing. My passion is to help make a difference to people’s lives and also be there to support them, if my services are needed in the future.
Achievements
I have always strived to achieve during my career, and is judged by the standard of advice and qualifications achieved. I’ve helped many customers across all walks of life. You know you have provided an excellent service - when your clients refer you to friends and family with positive reports.
Downtime
My ethos has always been to work hard and play hard, so when not working, my family love to enjoy holidays. I live by the coast, so enjoy walking our dogs on the beach. My wife and four children also manage to keep me busy – one being an unpaid taxi driver.
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