Expertise
- Pension Advice
- Pension advice & transfers
- Pension Consolidation
- Pension Planning
- Retirement & Pension Planning
- Retirement Advice
- Retirement Options
- Invesment Planning
- ISA's
- IHT and Estate Planning
- Insurance
- Cash Flow Management
- Cash flow modelling
- Venture Capital Trusts
- enterprise investment schemes
- Capital Gains Tax
Summary
After obtaining an undergraduate degree in Environmental Science and a masters in Clean Technology from the University of Newcastle, it was clear that my passion for sustainability can be applied to all walks of life. This way of thinking, along with my skills in research and analysis has proven propitious.
Building long-lasting and meaningful relationships by providing excellent client service and building bespoke financial plans is something I pride myself on. The ultimate goal being to take the weight and strain of clients financial plans off their shoulders by building trust, keeping them informed, and giving tax efficient and suitable advice, which in turn optimises their chances to meet their goals and objectives. Doing the simple things well, consistently, year-on-year is the best place to start, and even though it sounds elementary, very few manage this. I’ll be the thorn in your side to make sure you do… you can thank me later!
Improving clients financial plans and seeing my work and commitment truly influence other people’s lives, for the better, is what gets me up in the morning, motivated to do better - we are in this TOGETHER!
I believe it’s important to maintain a balanced lifestyle, so when I’m not working, I enjoy spending quality time with my family who are in the Lake District and catching up with friends. After an early retirement from rugby, which by no surprise was as a result of a number of knee injuries, I still enjoy pushing myself in the gym and keeping my BMI respectable.
Experience
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Heritage Financial Advisers
Financial Adviser
- Current
