My role
I am a Financial Consultant and I work mainly from the Norwich office but do travel to the other offices in the region. I cover all areas of financial planning, with most of my work around pensions and tax planning. I work closely with our tax specialists, our agriculture team and the corporate team.
About me
I live in Horsford with my wife and two sons Oliver and Liam. I have a number of qualifications within financial planning as well as a degree in financial planning and banking. I have worked in the financial services industry since leaving school in 1999 and I am currently working towards my advanced qualification in financial planning.
Outside of work I spend a lot of time watching football. I am a Norwich City season ticket holder and I coach my youngest son's football team. I am the vice chairman of Horsford FC. Away from football I try to keep active which mostly involves long walks.
My sectors and specialisms
- Investment planning for growth and income
- Business protection
- Retirement planning
- Life cover and protecting your family
- Inheritance Tax and Estate planning
- Ethical Investments
Speak to me about
- Pension contributions and review
- Annual Allowance, Lifetime Allowance and Pension input issues
- ISA, Collectives and Investment Bonds
- Venture Captial Trusts (VCTs)
- Mortgage Protection and Income Protection
- Gifting, Trusts and Enterprise Investment Schemes (EIS)
Latest Articles
State pension age hits 66
The age you can start drawing your state pension has now officially increased to 66, for most people.