I started my career in the financial services industry working with the Prudential in 1993. After leaving the Prudential, I worked my way up to become an Independent Financial Adviser, remaining so until summer 2014 when my company was approached to join St. James's Place Wealth Management.
My knowledge and experience in the industry covers everything from retirement planning to life protection and workplace benefits to taxation and trust* planning.
I have established many working relationships including a strong association with trade unions, due in part to the insight and knowledge I have for the needs and objectives of their members.
After joining Keystone over ten years ago, my knowledge of the financial services industry has expanded to include a wide number of different services and products.
In line with my training background and interests, I focussed my efforts on becoming a mortgage adviser.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
*Trusts are not regulated by the Financial Conduct Authority