Operations Director & Chartered Financial Planner
My primary role over the last twenty years has been to enable clients to add life to their years, not just years to their life. I have been fortunate enough during my career to see many plans proposed and delivered, with the results being to the clients’ satisfaction.
In my work as a Chartered Financial Planner, my specialisms are investments, care fee planning, and retirement planning. I am also responsible for ensuring the business is compliant with the requirements of the Financial Conduct Authority.
Away from the business, I am a keen grower of fruit and vegetables, an experienced Cricket Scorer, and like to follow Formula One.
I am a Trustee of the Clifton College Endowment Fund and Treasurer of the Old Cliftonian Society.
I have been involved in many initiatives to improve the economy of Burnham-on-Sea, including leading successful fund raising bids, as well as periods as an officer of the Burnham-on-Sea Chamber of Commerce.
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