Based just outside Sheffield, I provide wealth management and financial planning advice to clients in the Yorkshire, Derbyshire and Nottinghamshire areas, but also across the wider UK.
I have been involved in the financial services industry for 29 years, previously working as an adviser within Lloyds Banking Group’s wealth management service. As a consequence, I have now established many working relationships with individuals and businesses. This is due, in part, to the insight and understanding that I have for their specific financial requirements.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business I obviously enjoy spending time with my wife and family a lot of which revolves around my two school aged children. I also enjoy supporting local sports teams and am a member of my local sailing club.
Giving back to the community is also important to me and I am involved in local charities such as Aquabox, the Cathedral Archer Project and St. Luke's Hospice, as well as national charities such as Hope for Homes via the St. James’s Place Charitable Foundation.