Personal Details

Born in Essex, I have lived in Hertfordshire since 1991.

Qualifications

Education

1991: 2(i) Degree in Civil Engineering, from Portsmouth University, (1988-91).

Financial Services

2001: Certificate for Financial Advisers (CEFA) parts 1, 2, and 3

2001: Authorised to conduct business as an Independent Financial Adviser.

2001: Approved as a competent Independent Financial Adviser

2002: Certificate in Mortgage Advice & Practice (CEMAP) Pass with merit.

2007: Advanced Certificate in Pension Funding Options

Previous Experience

I joined Wealth Matters in March 2001 and became an Independent Financial Adviser in Nov of that year. Prior to this I was worked for a number of corporate companies in Sales and Sales Management. I started my career working for Airpic Ltd, an aerial photography company that worked pre-dominantly with students and graduates.

My experience

I have a good overall understanding of the financial services industry. I advise my clients on all financial matters, including pensions, mortgages, life and health insurance, trusts, investments, savings plans, tax planning and Inheritance Tax. Although I have a good generic knowledge, the areas where I have specialist knowledge are property investment (residential and commercial), pension planning and investments. In addition, I have access to specialist professionals in related industries. Clients come from both the individual and corporate market, most of whom were obtained through personal recommendations or introductions.

Interests

Sailing and travel.