How would you describe your role within AEON?

I advise on a broad range of needs. Including pensions, investments, estate planning and protection, helping clients secure their financial future. I focus on understanding individual needs to offer clear, tailored advice on growing their assets and safeguarding their financial well-being. My goal is to empower clients to make informed decisions with confidence.

What qualifications do you hold?

Diploma in Financial Advice (DipFA).

What is the most valuable piece of advice you have been given?

The best time to plant a tree was 30 years ago, the next best time is now.

What interests do you have?

Spending time with my family and friends. Sports.

What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?

Holidays

When I was younger, I was fortunate enough to spend 3 weeks in Florida.

Book

The Alchemist

Board game

Articulate

Film

Wolf of Wall Street

Sport

Football, Rugby, NFL, Cricket and absolutely any other sport you can think of!

Sport Team

Manchester United