Who do I work with?
I believe in a very traditional form of service in my role as a financial adviser. That is providing holistic advice to those who are recommended to me. In many ways this is akin to providing a boutique service, in that all the guidance I give is very specific to the individual receiving the advice and their circumstances.
Typically my clients tend to be in their fifties or sixties and approaching retirement, looking to generate an income having retired, or wanting to consider Inheritance tax planning. In addition I often also look after my clients’ wider family.
I joined HFMC Wealth in 2023, having previously been a director of Weston Cummins where I worked for over 25 years. Over the years I have studied hard to improve the quality of advice that I can provide and I am now a Fellow of the Personal Finance Society.
I get enormous satisfaction from helping my clients achieve their financial objectives, with many becoming long term friends.
Away from the office I love to travel, ski and generally keep fit. Reading and music have been lifelong passions.