Financial Planner

My journey in the financial services sector began in March 2005. I initially managed high-net-worth clients at a prominent high street bank before transitioning into an advisory role as a mortgage and protection specialist.

In 2017, I embraced the opportunity to become a self-employed adviser and joined a small practice located on the Surrey/Sussex border. Here, I provided mortgage and protection advice to their clients.

As 2019 drew to a close, I felt a strong desire to expand my qualifications with the goal of offering comprehensive, holistic advice to clients. By the end of 2020, I had achieved my Level 4 Diploma in Financial Advice. This decision ignited a passion within me for long-term planning and helping my clients achieve their financial goals.

In June 2023, I was presented with an exciting opportunity to join Pembroke, which I gladly accepted. My approach is centred around my clients, understanding their needs, and building robust long-term relationships. My role is to equip my clients with the essential knowledge that enables them to make sound financial decisions.

On a personal note, I have been married to Lyndsey for 16 years and we have two wonderful children. I am a passionate sports fan, much to my wife’s horror, with rugby holding a special place in my heart.