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0800 028 3142
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Experience
I have been working in the financial services industry for over 30 years. During this time I have held various client advisory and senior management positions for a number of blue-chip companies including Prudential, NatWest and Rathbones. I now specialise in equity release and lifetime mortgage planning.
My North Star
Equity release has developed hugely in recent years providing clients with more flexibility and choice. Being able to guide and advise clients through what is likely to be one of their most important financial decisions is extremely rewarding. I’m happy to assist clients over the phone, via video link or face-to-face.
Achievements
Having qualified as a Financial Planner early in my career, I was very proud to go on and qualify as a Chartered Financial Planner in 2013. I believe my depth of knowledge and experience across all areas of personal financial provides my clients with the reassurance they have the right equity release solution.
Downtime
I’m married to Claire and have 3 amazing children, so time away from work is very much family focused. When I do get some spare time I enjoy walking with friends in my local Sussex countryside, listening to music and rugby, albeit only in a viewing capacity as I hung my boots up many years ago!
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