About me

I began my career in the City of London working for Investment Fund Managers Sun Life and later Alliance Capital, an American firm. I guess I was following in my Dad’s footsteps as he was a fund manager for many years. This came to a stop when a hobby of mine became a bit more than just a hobby and I moved up to Yorkshire to join a brass band (seriously, no joke!).

Whilst in Yorkshire I took my Financial Planning Certificate and worked for Scottish Equitable as a broker consultant (as well as playing the cornet). Eventually, I met my wife and after a brief, nine-month tour of the world, decided to move back down to the South of England. I had spells working for Scottish Life and Clerical Medical as a senior consultant. I decided that I wanted to become self-employed in 2005 and joined my brother in the Openwork network.

I met Mike Cooke during this time and we worked well together on a number of projects before deciding to join forces at Enable/AFH Wealth Management Bishop’s Stortford in 2007. I am continuing to study towards achieving chartered status.

Qualifications

Financial Planning Certificate 1, 2 & 3
Chartered Insurance Institute
CF6 – Certificate in Mortgage Advice
Chartered Insurance Institute
J05 – Pension Income Options
Chartered Insurance Institute
GR1 – Group Risk
Chartered Insurance Institute
J04 – Pension Funding Options
Chartered Insurance Institute
AF3 – Pension Planning
Chartered Insurance Institute
RO3 – Personal Taxation
Chartered Insurance Institute
RO2 – Investment Principles & Risk