How would you describe your role within AEON?
I research investment, pension and protection contracts, undertaking fund analysis and preparing reports and recommendation letters for both new and existing clients, supporting all of the advisory team. I have a over 32 years in the industry and have just recently joined AEON.
What qualifications do you hold?
Financial Planning certificates 1 & 2, together with 32 years experience in the industry!
What is the most valuable piece of advice you have been given?
Life is what you make it!
What interests do you have?
Archeology, Ancient History, Reading Comic Books & Science Fiction and movies.
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
The Dark Tower Series by Stephen King.
Chess (but well out of practice).
Visits to Benidorm to see family..