Financial Planner

I have been working in financial services for 30 years, starting at large pension provider, before becoming a Financial Advisor in 2005. I set up my own Firm in 2010, and enjoyed managing that and building up a loyal client base. I am now delighted to have brought this into the Pembroke family, as this frees me from managing a business, to give more time to work with clients.

I take great satisfaction in working with individuals, families and businesses, to create and implement financial plans and solutions, and to help people see how their financial objectives can be met. I like to be clear but detailed, as a good understanding of matters arms people with confidence in their decision making and potential outcomes.

Outside work, my wife and I love foreign holidays – often somewhere in Greece – where we might be found on a beach, in a gorge or up a mountain. Otherwise walking or cycling on the Sussex Downs, with a pub lunch thrown in for good measure. I also love cooking, and sad to say that I think my cooker is my favourite possession (after the cats of course)!