How would you describe your role within AEON?
I am the Principal and Managing Director of the company and therefore my responsibility and roles are massively diverse! These can range from undertaking compliance related tasks and recruitment through to overseeing the building of our new office! In addition, I have a significant number of clients that I regularly advise, ably aided by my para-planner Chris.
What qualifications do you hold?
I have a degree from Sheffield University in Business Studies and hold the Diploma in Financial Services, the Certificate in Equity Release and Long-Term Care Insurance.
What is the most valuable piece of advice you have been given?
To always have a go and make use of opportunities as they arise! A survey of retired individuals found that their biggest regret in life was not having “had a go” so I am endeavouring to make sure that I do!
What interests do you have?
I have very competitive but friendly games of racquetball every week, enjoy walking and caravanning with my wife, Julie and our two dogs, both in the UK and abroad. I enjoy spending family time with my three children and grandson.
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
One of my most memorable holidays was an all-expenses paid trip to Bali with my wife in 1993. We enjoyed 5-star treatment for a week!
As a family we enjoy playing all sorts of board games, from Monopoly to Risk and Mah Jong.
Anything by Dan Brown and Lord of the Rings.
I am a bit of a Trekkie and have enjoyed all the Star Trek films.