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After graduating from Durham University in 2007 with a degree in Business Finance, I joined the NHS where I spent the first few years working in the Commissioning Department at the University Hospital of North Staffordshire. From this initial role I progressed to a position at Shrewsbury and Telford Hospital in the Contracts and Performance Department.
I particularly enjoyed the financial aspect of my role in the NHS but began to realise that I wanted a more people orientated career so when a friend mentioned that there was a vacancy for a Trainee Financial Adviser at Acumen Financial Partnership I leapt at the opportunity to apply.
I had to complete a very comprehensive, 4-year training programme with Acumen during which time, as well as academic study, I had the benefit of working for clients alongside my highly experienced colleagues. After passing all the compulsory exams, I was awarded my Diploma in Regulated Financial Planning and was appointed as an Independent Financial Adviser in 2016.
The experience I gained during training has made the step up to Adviser status very natural and I have taken to my new role very quickly. I’ve already worked extensively with solicitors, accountants and some of the UK’s top investment managers and I’m now looking forward to building on these relationships, adding value and making a positive difference to our clients’ financial plans.
Originally from Staffordshire, I now live in Burscough with my wife Jenny and enjoy an active social life. Over the last few years I have dedicated most of my time to working on our house, and where possible going to the gym. When I’m not at the gym or practicing my handiwork at home I enjoy travelling and the theatre.