How would you describe your role within AEON?
I predominantly advise on pensions, investments and inheritance tax planning but I also advise in the disciplines of insurance, mortgages and equity release. My clients range from individuals to company directors and trustees. I am only happy to advise clients where I feel I can add value to their personal situation, advising them as I would my parents and sisters. I also work with many professionals within the legal and accountancy arenas.
What qualifications do you hold?
Certified Financial Planner TM, AF 1 & 3, J01-06 inclusive and many more.
What is the most valuable piece of advice you have been given?
Believe in yourself.
What interests do you have?
Shifting weights, highly articulate evenings out with likeminded friends.
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
Anywhere the sun is warm, and the beer is cold.
‘War and Peace’ by Leo Tolstoy.