I am a Senior Consultant at Premier, working within the Wealth Management / IFA services division.
I am a member of the Chartered Insurance Institute, holding the Diploma in Financial Planning and Diploma in Insurance as well as a number of other specialist qualifications. I have over 32 years’ experience working in the Financial Services sector.
As a former Senior Consultant for Sedgwick Noble Lowndes and then Vice President for Barclays Wealth, I joined Premier in late 2011 to focus on providing independent advice to Senior Executives working for Premier Companies corporate clients.
I specialise in providing holistic independent financial advice to High net worth clients, focusing on all aspects of pensions, estate planning, protection planning, trust planning and tax efficient structures.
When not involved in Wealth Management, I enjoy travelling, theatre, concerts and most sports including Cricket, Rugby, Golf and Football. I have been a season holder at Chelsea for many years (pre the recent glory days!).
Over the past few years I have also been involved in various Charity events. These have seen me running 10k’s, trekking around the Lake District and climbing Snowdon.
I have three daughters, a son plus two grandchildren who take up the rest of my time.