The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.View more of our team
I work closely with our Financial Planners conducting research to help our clients meet their goals, then preparing reports which details how our clients’ goals can be achieved, in easy to understand language. Together we talk through our clients’ circumstances to ensure we provide the best advice possible and discount any unsuitable solutions.
I have been in Financial Services for 10 years, specialising in looking after high-net-worth individuals. I spent the last seven years at a wealth management company, supporting a team of advisers look after their clients. During this time, I concentrated on building strong client and professional relationships, based on mutual understanding and trust, putting the client at the heart of everything I do.
What’s important to me
I am a proud father to my two year old daughter and love taking her swimming, play groups and watching her develop. My daughter never fails to amaze me, she always makes me laugh and smile, even though she has not mastered the concept of sleeping at night! I recently got engaged and we enjoy eating out and going on holiday with our friends and family.
I have always supported Nottingham Forest, through the good times, but mainly the bad times and like having a kick around with my friends playing footgolf.
I also take an interest in global stock markets and enjoy researching micro-cap and emerging blockchain companies.
I hold an Investment Advice Diploma and International Certificate in Wealth Management through the Chartered Institute for Securities & Investment (CISI).