“Having 22 years of business experience in the fields of economic analysis, planning and research, market development, marketing management, general management and project management, I’ve learnt to look at problems from many angles!
I enjoy working with people to help them achieve their financial goals. Achieving financial freedom allows you choices and gives you the peace of mind to focus on family and other interests in life. I enjoy building strong partnerships with clients based on listening to their story, their situation, their goals and the goals for their family. I then use my skills and experience and an analytical approach to simplify problems down to core components. We’ll then work together to explore options, get the right solutions and implement them.
With a degree in Pure Mathematics and Operations Research, I am well suited to the prudent analysis of client’s financial affairs and the disciplines of diversification and portfolio construction.
I hold a Diploma in Business Studies, specialising in Financial Planning, I am a Certified Financial Planner and a member of the IFA (formerly FPIA).
I have been involved in coaching sports teams including cricket, rugby and rowing, as well as enjoying other pastimes such as boating, fishing and camping with family and friends. Authorised Financial Adviser (AFA) Nominated Representative of Spicers QFE
A disclosure statement is available on request and free of charge.