I have 20 years’ experience as an Independent Financial Advisor and Relationship Manager and served for 22 years in the British Army.
I've developed specific expertise in providing financial planning assistance and advice to personal injury claimants and their legal representatives, both during the litigation process and also after settlement.
As a Financial Planner (Senior Associate), I have considerable experience in working alongside Professional Deputies, helping claimants ensure their lifetime financial requirements can be met.
- Diploma in Financial Planning from the Chartered Insurance Institute
- Progressing towards Chartered Status.
What Do You Enjoy Most About Your Role?
It’s a privilege to work with our clients and to help them achieve their goals.