How would you describe your role within AEON?
I provide advice across a broad range of financial planning needs, including pensions, investments, estate planning and protection. I take the time to understand each client’s individual circumstances, goals and priorities, providing clear and tailored advice to help them build, manage and protect their wealth.
My aim is to simplify complex financial decisions and give clients the confidence to make informed choices about their financial future, both now and for the years ahead.
What qualifications do you hold?
Business & Economics BA (Hons) & CII Diploma in Regulated Financial Planning (DipPFS).
What is the most valuable piece of advice you have been given?
Always borrow money from pessimists – they don’t expect it back!
What interests do you have?
Mixed Martial Arts, Brazilian Jiu-Jitsu, Boxing and Houseplants.
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
Holiday
Travelling around Laos, Thailand, Vietnam and Cambodia.
Books
Non-fiction: ‘How to Win Friends & Influence People’ by Dale Carnegie and Fiction: ‘Ready Player One’ – by Ernest Cline.
Board Game
Don’t have one but like playing cards – mainly Poker.
Film
Stepbrothers, Gladiator or Braveheart.
Sport
Mixed Martial Arts
Sports Team
Liverpool Football Club
