Director & Adviser
I am a very sociable person who enjoys interacting with people from all walks of life. The key for me is to always have something to focus on!!
You will often find me at the gym following my workout routine, tinkering in the garden and house, visiting the golf club to try and improve my handicap and meeting up with family and a wide circle of friends. I love a good get together, especially where music is involved. I have recently purchased some home DJ equipment (including a microphone) to make the parties more memorable!!
Most of the clients I deal with are either referred, introduced or I meet personally. The majority of these people tend to use us a reliable, trustworthy and continued source of financial advice rather than just for a transactional basis.
Whether they are looking purely at their own situation, or the needs of their business and staff, they usually have a specific goal or outcome that they would like to achieve. Their knowledge levels vary quite considerably, ranging from having a complete aversion to all things financial, to knowing exactly what they would like, but needing a professional to implement the solution.
You could well be one of these people, we just haven’t had the conversation yet to confirm this is the case.
Director & Adviser
It would be fair to say that I am the more retiring of the advisers. I love the company of family and friends and often entertain a houseful of both.
My loves are music, skiing, art, travel, good food and wine.
I am very fortunate in that new clients are introduced to me by people I already deal with. I find it fascinating, the ties that bind a group of friends and how their lives interact. My intention has always been to build long term relationships with a small group of individuals and work with them as they make their financial journey through life. It is a great privilege to deal with the next generation of my client’s families. My main passion as an IFA are Pensions and look forward to working with you in the near future.