Over the years he has built up an established client base working with professional connections - Accountants and Solicitors. His main source of business are from recommendations and referrals.

His interests include being a Local School Governor - he is Chairman of the Buildings and H&S committee. He carries out fund raising activities for his local Scout group and he enjoys good food & wines.

Qualifications

• Member of the Personal Finance Society by Diploma
• Chartered Insurance Institute Advanced Financial Planning Certificate
• Certified in Financial Planning by the Chartered Insurance Institute
• Chartered Insurance Institute Accreditations in:
• Pensions(G60)
• Taxation & Trusts (G10)
• Retirement Options (K10)
• Mortgage Advice Qualification (MAQ)

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