Professional Background
I started working in the financial services industry in the early 1990s as a representative with Abbey Life. It was not long after that I joined a firm of local independent advisers in Horsham and in 1993 became a partner of Breed Elliott.
I have built up a strong and loyal group of clients having mainly concentrated on providing advice with respect to accumulated wealth either at or post retirement. I derive a great deal of satisfaction in understanding people’s aims and aspirations for their future and work closely with them in helping them to manage their money effectively.
I have always and will continue to study hard to ensure my knowledge is up to date and appropriate to reflect the advice I give to my clients. I am a fully qualified financial planner and have achieved Chartered Status that demonstrates that I have reached the pinnacle of my chosen field, ensuring that I operate to the highest standard of conduct and ethics.