Chartered Financial Planner
Based in West Yorkshire, I provide wealth management advice to clients nationwide but with a focus on the North of England. I hold both Chartered and Fellow status with the CII and Personal Finance Society having achieved the highest standard of Professional Qualifications.
Prior to joining the financial services industry I worked within the property market. Since this time I have spent 20 years within Financial Services working within the international investment market, private banking and wealth management. As a consequence I am able to provide guidance through the financial maze for individuals within the High Net Worth sector.
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 am I able offer a rounded, professional and principled service.