SPECIALISMS: Pensions, Investments, Equity Release
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).
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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