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, you can usually find me reading up about property and finance on my iPad.

  • Certificate in Mortgage Advice and Practice (CeMAP).

  • Diploma in Financial Advice (DipFA).

  • Certificate in Long-Term Care Insurance (CeLTCI).

  • Certificate of Regulated Equity Release (CeRER).

FINANCIAL PLANNING ADVISER
Office: 01271 329321
Mobile: 07970 841385
Email: rod@togetherfsl.co.uk

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.

WHEN I WAS LITTLE I WANTED TO BE…

A rally driver.

AT THE WEEKEND, YOU WILL FIND ME…

On the golf course or enjoying a weekend break with my wife.

MY FAVOURITE PART OF MY JOB IS…

Helping clients make plans for their future.

THE THEME SONG OF MY LIFE IS…

Always Look on The Bright Side of Life.

I AM PASSIONATE ABOUT…

Sport, travelling and enjoying life.

MY DREAM DINNER GUESTS ARE…

Richard Branson, Albert Einstein, Peter Kay and Kylie (don’t tell my wife she’s coming).

MY SUPERPOWER IS…

Communicating with dogs.

MY FAVOURITE PLACE IS…

Porthdinllaen, North Wales.

FIVE WORDS TO DESCRIBE ME ARE…

Loyal, honest, calm, reliable and positive.

I AM HAPPIEST WHEN…

Walking on the beach with my wife.

Ready to talk?

We’re here to help answer your questions. As an open and honest organisation, we take pride in our service and the way in which we treat our clients.