My financial services career began in 1984, qualifying at a firm of London based advisers. A move to Birmingham followed some years later to join a regional financial advisory firm, later becoming Director of Financial Planning. In 2001, I formed Broughtons Financial Planning Ltd which subsequently became part of the Mattioli Woods Group in 2018.
I have extensive experience in advising a wide variety of clients including entrepreneurs, senior executives, trustees and those from the professions.
Dedicated to ongoing professional development, I am a Chartered Financial Planner and a Fellow of The Personal Finance Society.
In my spare time, I enjoy playing tennis, occasional golf and overseas travel.