I have 25 years’ experience in the Financial Services Industry and joined Premier in 2008. I am a Chartered Financial Planner and a Fellow of the Personal Financial Society (FPFS). I also hold the Investment Management Certificate (IMC), Certificate in Discretionary Investment Management (CertPFS DM) and Certificate in Securities Advice & Dealing (CertPFS Securities).
I am responsible for developing the latest investment innovations and strategies for the Premier Wealth Planning team, heading up our Investment Committee. For clients, I specialise in bespoke investment, retirement and tax planning strategies.
Living in Reigate with my wife and 2 children, family is a big part of my life. In my spare time I’m a keen sportsman, and whilst my aching limbs allow, I still enjoy participating as well as watching. I enjoy a multitude of sport, including cycling, running, skiing and kick-boxing – a seasoned veteran if you will!