I am an Independent Financial Adviser, giving business owners in Cambridgeshire and surrounding counties, financial peace of mind.
The professional stuff
My career started in 1994 at HSBC Bank as a Financial Planning Manager working initially with personal customers. It was when I moved to the commercial team that I found where my strengths really lie; working with business owners of all sizes, to fulfil both their personal and business financial objectives.
In 2011, after 17 years at the bank, the time was right to step out on my own. How better to understand the demands of running a business than to do it yourself?
I now offer a highly qualified, professional and holistic service to all of my clients. I have exceptionally high standards of client service; always doing what I say I will do, when I say I will do it. Unfortunately, that’s not always easy to find in this day and age.
I believe that in order to meet your financial needs and objectives, I first need to understand your reasons for being in business, your current financial problems and challenges, and your ultimate aims.
Only then can we agree a way forward based on your priorities.
I love my work and it’s important that my clients find the financial planning process enjoyable, which is why whilst bringing a degree of realism to the process and always try to inject humour into what can sometimes be difficult topics.
The personal & family stuff
I live in Brampton, Cambridgeshire, am married to Tina and have four children ranging from the age of 18 right down to Noah, who is five.
As you can imagine, there’s never a dull moment!
I am happy to share my experiences with my clients if I feel this will help them with their decision making and am known to ‘wear my heart on my sleeve’.
When time allows, I’m known to be partial to some good food and wine, in the company of family and friends.
I am also delighted to support Great Ormond Street Hospital. When Noah was 14 months old he needed open heart surgery. During a four-hour operation, they repaired the hole in his heart and his tiny veins. Just four days later we brought him home. There is no way to adequately repay Great Ormond Street for their kindness and skill, but I have tried by raising money for them. I walked Hadrian’s Wall (the hard way, West to East, with the wind in my face) and was delighted to raise £15,000 for a great cause.
The media stuff
I am pleased to have been featured in a number of articles, including:
The official stuff
All financial advisers in the UK must be registered on the Financial Conduct Authority register and hold a valid Statement of Professional Standing. If someone proports be be an adviser, but doesn’t have these things, it may be the early warning sign of a financial scam.
I like to be upfront with these things, so here are mine: