A little bit about me
I am a multi-award winning, qualified, financial planner with 30 years’ experience in owning, managing and directing businesses in the food industry and financial services. This has involved responsibilities for up to 300 employees in organisations from Partnership to Plc. status and I have utilised this business and management expertise in the financial services industry since 1998.
During this period I have become a specialist in providing long-term family and business holistic financial planning. I work with a huge variety of individuals from business owners through to families over a massive circumference of financial areas. Many of my clients have worked with myself and Unividual for over 15 years, some of whom have substantial assets. My focus has always been to provide a high quality service by using my personal and business experience along with the technical knowledge obtained from being a Member of the Chartered Insurance Institute. The business centres around maintaining the highest regulatory and professional standards and I take pride in ensuring I continually develop my technical competence and professional expertise. I achieve all this with the help of my team who is headed up by Ruth Stainer. They carry out the administrative planning work for my clients and enable me to focus on what I do best, spending time with and advising my clients.
If you have a complex wealth situation and are keen to work with a financial planner that has a long history of experience then please get in touch with me to find out more about how I could help you specifically.