I have been married to Vanessa for over 30 years and have two grown up children.
My office is based in Clapham Village near Worthing in West Sussex.
I provide a lifestyle financial planning service and wealth management advice to clients both within the City of London, and more widely throughout the South East of England.
I have always worked within the financial services industry. My career started with eight years in domestic banking, followed by two years as an area building society manager, then eight years as a life office consultant dealing with professional advisers (financial services, tax and legal) specialising in pensions and investment planning. As a consequence, I have now established many working relationships with individuals within this sector due, in part; to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development towards Chartered Financial Planner status. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Outside of my business, I am a keen 5-a-side footballer and have a passion for fast cars. The local community is also important to me and I have recently been appointed as the Responsible Financial Officer for Clapham Parish Council.