Professional Background
I have worked in financial planning and banking for over 25 years, with a career spanning a variety of roles, including Mortgage Adviser, Sales Coach, Bank Manager, Senior Client Manager and more recently as an Independent Financial Planner.
I am a fully qualified Chartered Financial Planner having achieved Fellowship of the Personal Finance Society in January 2013. I fully intend to continue improving my technical ability and have set my sights on studying for a series of examinations offered by the Society of Trust & Estate Practitioners (STEP), a professional body that is relevant to a significant amount of the work that I do for my clients.