Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
In my leisure time I enjoy playing Golf and going for long walks.
After leaving caernarfon grammar school I studied engineering at Bangor and was a time served maintenance engineer with Cammel Lairds and the Lairds Group.
I moved into financial services 37 years ago and spent 17 years with prudential as a company representative before becoming an IFA 19 years ago
Following graduating from Leicester University I have worked for PriceWaterhouseCoopers and Santander bank. Building on this foundation I became an Independent Financial adviser to service my clients growing financial needs.
Based in South Liverpool, my young family keeps me busy. Any spare time is spent swimming or playing squash.
Seeking to further my advice career I went on to work in support roles with a number of IFA’s before starting advising in my own right in 2008.
I am a Chartered Financial Planner and I specialise in investments and specialist retirement solutions and income strategies.
When not spending time with my two young sons, I enjoy playing golf and watching football.
Since 2000 I have operated as an independent financial adviser having previously worked with Royal & Sun Alliance specialising in the mortgage market. Currently I am actively involved in the pension and investment market and achieved the qualification in discretionary investment management last year.
Outside of work I like to spend time at my static caravan and enjoy walking and playing golf.
Whether you are a first-time buyer feeling nervous or unsure of the process, moving home or simply looking to re-mortgage to a better deal, I will tailor my advice to your specific situation and requirements to ensure that you receive the greatest possible benefit from my service. I always strive to provide the highest level of service and I look to build long lasting relationships with each of my clients, built upon the foundations of trust and success.
Outside of my work life, I enjoy playing rugby and I am also studying towards further qualifications to expand my financial knowledge.
Your home may be repossessed if you do not keep up repayments on you rmortgage.