How would you describe your role within AEON?
I mostly advise on pensions, investments and inheritance tax planning and advise a wide range of clients from individuals to company directors and trustees and have a wealth of experience within the industry.
What qualifications do you hold?
Diploma in regulated financial planning.
What is the most valuable piece of advice you have been given?
Don’t put all your eggs in one basket.
What interests do you have?
I enjoy playing golf – when I get time! Watching the football and spending time with my family.
What is your favorite Holiday, Book, Board Game, Film, Sport and or sports team?
Cruising, I’ve just returned from a wonderful cruise around New Zealand. I also enjoy spending time in San Francisco where my son lives.