SPECIALISMS: Pensions, Investments
As a Financial Planning Adviser, I am responsible for helping clients make sense of their finances and enabling them to best achieve their desired lifestyle both now and in the future. I work alongside Ally looking after client’s pension and investments needs and aspirations.
I have 25 years of experience in the financial arena, including as a Property Investment Consultant, Mortgage Adviser, High Net Worth Relationship Manager and Pensions and Investments Adviser.
Outside of work, I enjoy playing a variety of sports and can often be found out running or on the golf course.
Certificate in Mortgage Advice and Practice (CeMAP).
Certificate in Long-Term Care Insurance (CeLTCI).
Certificate of Regulated Equity Release (CeRER).
Certificate in Long-Term Care Planning (CeLTCP).
Level 6 Pension Transfers (PETR).
Advanced Level 6 Diploma in Financial Advice (Adv DipFA).
Chartered Associate of the London Institute of Banking and Finance (Chartered ALIBF).
The value of pensions and investments and the income they produce can fall as well as rise, you may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
A rally driver.
On the golf course or enjoying a weekend break with my wife.
Helping clients make plans for their future.
Always Look on The Bright Side of Life.
Sport, travelling and enjoying life.
Richard Branson, Albert Einstein, Peter Kay and Kylie (don’t tell my wife she’s coming).
Communicating with dogs.
Porthdinllaen, North Wales.
Loyal, honest, calm, reliable and positive.
Walking on the beach with my wife.
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