Biography
I have over 17 years’ experience working in Financial Sector and over 11 years' investment management and financial planning experience.
I specialise in providing advice to recipients of personal injury and clinical negligence awards.
I work closely with clients, their families, legal representatives, trustees of personal injury trusts and deputies appointed by the Court of Protection.
I am experienced working with a wide range of claimants, including minors and brain-injured clients. I pride himself in providing solutions tailored to the individual needs of each client, depending on their circumstances, financial sophistication as well as the nature and severity of their injuries enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.
When I am not helping his clients I enjoy spending time with my family, travelling and experiencing new cultures.
Key Highlights
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To date I hold the following qualifications:
- Bachelor's degree in Marketing
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Master’s degree in Business Management
- CII Diploma in Regulated Financial Planning
Testimonials
“Extremely helpful, friendly, clear explanations”
“Quick responses to queries. Kept well- informed and all options presented clearly.”
Mrs G, client