Meet our team
Director & Head of Compliance
Having missed the chance to become a commercial pilot (dodgy eyesight) and a professional golfer (lack of any discernible talent), I rather fell into the financial advice world and have been an Independent Financial Adviser since 1996.
I took the view quite early on that qualifications would become a key differentiator of advisers in the future and took steps towards becoming a Chartered Financial Planner – achieving the status in 2007. This is still the most coveted designation in our profession and with a few further exams under my belt I was elected a Fellow of the Personal Finance Society in 2011.
I live on the Essex / Suffolk borders with my wife and our two children. I wander around the occasional golf course when I have a chance and remain pleasantly surprised when the ball goes vaguely in the direction intended.
I have a deep rooted fascination with aeroplanes courtesy of my father and brother, who respectively, were and are commercial pilots. I do have a very dusty private pilot’s licence that I’d like to do more with, but I suspect that will have to wait until the children become less expensive.
Chartered Financial Planner
Fellow of the Personal Finance Society.