Partner, Chartered Financial Planner and Fellow of the PFS. Awarded Highest Achiever in the PFS Diploma in Financial Planning. Joined LIFT-Financial in 2010.
I became a Fellow of the PFS very early in my career, at the time I was the youngest Fellow at age 24. Achieving this was important to me - I'm a strong believer that qualifications and professional standards are what sets a good Financial Planner apart from the crowd. With my clients, I focus first of all on identifying their desired lifestyle and goals. We then look at how they can achieve and maintain that without running out of money or leaving too much behind. This is what good financial planning should be about, clients and their goals not financial products and money.
- Chartered Financial Planner
- Fellow of the PFS
- PFS Pension Transfer Gold Standard
- Spare time?
- Watching Liverpool FC. Playing five a side football. Spending time with my wife, son and step daughter. Going out for a good meal and a bottle of red.
- What gives you a LIFT?
- Family; Liverpool winning; helping clients achieve their lifestyle goals such as retiring earlier and generally helping them enjoy their wealth.
- Favourite city?