I have been involved in financial services since 1999. Over that time I have held a variety of roles, though most of my career has been working for a local Building Society in East Anglia. This role was mainly centered on providing financial advice throughout Norfolk and Suffolk to personal clients.
Having held roles as both a restricted and independent financial adviser in the past I have come to believe that it is important that I am able to offer products from the whole of the market.
I mainly work out of the Norwich office but have worked with clients all over Norfolk and Suffolk and will continue to do so.
I am a member of the Chartered Insurance Institute and Personal Finance Society and am qualified to Diploma level. I am continuing with my studies and working towards achieving 'Chartered' status in the near future.
I completed a Degree in Financial Planning and Banking via the University of Northampton in 2015.
Outside of work I am married to Natalie and we have two children, Oliver and Liam.