About Me I have been working in financial services since 2009 and during this time I have worked for some of the largest financial institutions in the industry such as Lloyds Bank, Bank of America and Citi Financial. Throughout my career I have undertaken a variety of roles within financial planning from administration to paraplanning, right through to giving regulated advice. I believe this journey has given me a wealth of technical knowledge to be able to help clients with their everchanging planning needs. I am an advocate for holistic financial planning which encompasses all aspects of a client’s circumstances before taking steps to create a bespoke solution. Despite every client’s requirements being unique, typically my clients are looking to ensure they have adequate savings for the future and most of all they want to ensure that what they do have in place, is adequate to help them achieve what they want over the long term. My goal is to ensure my clients become happier as a result of my work. By establishing objectives that are not to simply accumulate more wealth and are personal to you, we can work towards these together to ensure you are really getting the most out of your money. I decided to start this blog as a hub for information on a variety of different subjects within finance to enable you as part of the audience to make better informed financial decisions. Out of office hours you are likely to find me with friends and family or watching either the football, rugby or formula 1. I try and attend the gym a few times a week but this is usually to combat my love for food which always seems to win! Over the past few years, I have taken on a number of challenges for charity including a bike ride from Chester to Newport and a white-collar boxing match. These events have been to raise money for a charity that was set up in memory of a friend that passed away in 2017. The link to the charity page can be found below: https://repatriationservicestrust.org/ In February 2023, I climbed Kilimanjaro with 12 other fundraisers for the charity. This was by far the most mentally and physically exhausting thing I have ever done. As a group we raised in the region of £35,000 for REST. This was us at the summit!
