Tel: 01749 670087
In 2004 I made the move to Financial Services from Accountancy and have since been honing an in-depth technical knowledge as a Paraplanner working towards Chartered Financial Planning status. I specialise in communicating the daunting world of Tax Planning and Trusts and setting out the options available to clients in a clear and precise manner. I take pride in fully understanding a client’s situation in order to find the right and best solution for them.
The financial world can be both a sensitive and personal subject when it comes to estate and family planning. I have worked with a broad spectrum of different clients and often deal with several generations in a single family in order to best plan for their future.
In 2007, having enjoyed working with both Arnold and Neil in Wells, my wife and I settled near the beautiful small city and have two daughters who love to ‘help’ with my continued exam studies. I’m a keen football, rugby and cricket fan and regularly enjoy all the benefits of being a National Trust member with my family.