Although I am experienced in all areas of financial planning
The areas I specialise in are:
- Pensions and Retirement Planning
- Long Term Care Planning and Care Home Funding
- Tax Planning
- Business Protection
With more than 25 years experience in the financial services industry, I have worked throughout the UK and locally for a number of leading firms. I specialise in Inheritance Tax Planning and Corporate Protection and I’m delighted to be leading the Adviser Team at Milestone.
In the office
My primary role is to look after personal clients and companies financial planning needs, providing both advice and access to other professional services by working with and co-ordinating legal and accountancy services.
Within the office I help with the support and development of staff and trainee advisers. This includes sourcing and delivering the continuing professional development requirements that our trade body the FCA requires.
As a business we drive a culture of self-development and learning. As such, I like to bring new ideas and solutions to the table as our industry is constantly evolving and changing. I am currently working towards Chartered Status though the Chartered Insurance Institute which I hope to attain in the near future.
Why I love my job
I love working in a team which is passionate about providing first class service to its clients, and being lucky enough to have great clients whom I have helped to prosper over the years. Having been in the industry for more than two decades I have seen a lot of changes. However, a lot of my clients have followed me and asked me to look after them and their families. I take a great deal of pride and satisfaction from looking after my clients.
What I do outside work
Having three children means a lot of time is spent driving them around to various clubs and activities but we are a very social family and love spending time with friends. I was the founding Chairman of the Chesterfield Satellite Rotary Club which is a position I held for 3 years. I now support the present Chairman and help with recruitment and the other philanthropic activities carried out by the Rotary movement both locally and overseas. At weekends, I also coach Rugby at the Chesterfield Panthers where my son plays and I am a keen guitarist and have played in a number of bands over the years.
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