Partner, Financial Advice
Chartered Financial Planner, BA (Hons), FPFS, Chartered MCSI
With almost 30 years experience in financial services, I consider myself to have a good breadth and depth of knowledge of the financial world, but I ultimately specialise in advising thoughtful, value-driven clients with complex affairs and multiple financial goals.
I take time to understand clients’ needs, which has resulted in some positive feedback from those I’ve helped. I seem able to explain difficult and often jargon-filled financial strategies in simple, understandable terms. I’m an accountancy graduate, a Chartered Financial Planner and a Fellow of the Personal Finance Society; all of which seems to help when applying a ’holistic’ approach to organising and advising the financial affairs of high net worth clients.
I live in The Ribble Valley with my wife and two daughters. Other than enjoying parenthood I spend my free time visiting National Trust properties, exploring much of the UK’s countryside, cycling and reading. I believe strongly in the welfare of children and am an active supporter of children’s charities. I also support Amnesty International and am a member of the Green Party.
0161 233 4550