I have worked in Financial Services for over 20 years in which time I have undertaken a significant number of qualifications, the most recent one I achieved was the "Diploma in Financial Planning" awarded by the Chartered Insurance Institute.
My financial services career commenced in 1993 as a Financial Consultant with Prudential Assurance Company Ltd. where I would advise clients on Investment, Pension and Life Assurance Planning.
After leaving Prudential in 2001 I became an Independent Financial Adviser (IFA) and practiced as such throughout the North West.
After 9 years as an IFA I saw that I could provide clients with a better service and the best possible advice by becoming an Associate Partner Practice of St. James's Place Wealth Management.
Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Away from the office my interests are football, in which I still play once a week. I also enjoy watching football as I have a season ticket at Manchester United. I like to keep fit and regularly attend the local gym in Chester.