Joined LIFT in January 2020.
I have worked in the Financial Services industry for over twenty-five years, and I am Investment Management Certificate (IMC) qualified. I have worked for some of the largest and most prestigious financial institutions in the world, including the world’s largest bank and investment manager. I have particular expertise advising clients on their investments at or near retirement and have specialist experience advising Professors from some of the country’s best-known Universities and educational establishments.
I am dedicated to providing holistic, financial planning advice to my clients. I use cashflow planning as the cornerstone of my advice, in order to help clients meet their short, medium and long term financial planning goals.
Initial meetings are held at our expense. Please find a link to my diary below if you wish to arrange a meeting:
- I enjoy mountain biking and barefoot water skiing, I also restore classic cars and motorcycles in my spare time.
- Dream dinner party?
- My dream dinner party would be attended by 'Chip' Foose, legendary custom car builder and Guy Martin, TT racer and modern day Fred Dibnah! Or, dinner under the stars with guests having arrived on a classic pre-war motorcycles.
- Favourite city?