I began my career in financial services when I joined RSM Tenon as Director of Financial Planning in 1995 and was responsible for advising a large client portfolio.
I moved to Taylor Patterson in 2011, which was acquired by Mattioli Woods in 2015, and became responsible for financial planning strategies for high-net-worth individuals. I manage a large client base across the UK, offering specialist advice including tax planning, risk profiling, retirement planning, strategic financial planning and family protection. I am also a chartered financial planner.
When I am not working I can be found cycling the Guild Wheel with my wife, Jenny.