After completing my Economics degree in 1995, I moved into Financial Services in 1997 with a large national Insurance company and gained invaluable experience at establishing and building client relationships whilst also developing my investment and technical knowledge. I always felt the direction of my career would lead me to the Independent advice sector and this proved the case when I joined a Southport IFA firm in 2001, focussing my technical skills and ongoing qualifications very much on the area of retirement advice and associated investment needs.
The opportunity arose to move to a Heswall IFA firm in 2005 with the main focus of my role being to develop and grow the retirement advice department including the at-retirement and group employee pension saving markets. I enjoyed working with some wonderful clients and developing long-standing relationships during the next 14 years but after the business was taken over in 2019 I took time to re-evaluate my future role and career. In 2021 I decided to leave, joining Acumen Financial Partnership – a firm I believe place a high value on the importance of client service and relationships and are a true independent advice firm.
The financial services industry can sometimes leave itself open to understandable criticism regarding overly technical jargon and detail but I pride myself on the fact that many clients have commented that I am able to explain matters in a way they can both understand and relate to. Managing client relationships and working for the client with a focus on their needs, goals and aspirations is an extremely important and satisfying part of my role.
I live in Crosby with my wife Emma and two children – Lottie and Jake who occupy a considerable amount of my spare time along with the family dog Lubo. Getting out and enjoying the local area including Crosby beach is a favourite past-time along with hitting the golf course when possible. A passionate Celtic FC supporter – I don’t get to as many games as I would like or used to many years back as family life has taken a priority in recent years – watching games on tv now has to satisfy this particular need.