I have had more than 22 years’ experience advising clients within the financial services industry and joined Lovewell Blake Financial Planning in May 2003. I had already built a successful career in a large financial services company, leaving a sales management role in favour of a progressive, independent financial adviser team. Based at our Norwich office, I advise and focus on protection and trust issues, investments, retirement and inheritance tax planning for both corporate and private clients.
I am qualified to Diploma level and continue my studies to achieve the Advanced Diploma in Financial Planning, leading to Chartered Financial Planner status.
I have been happily married to Paula for 30 years, and we have three grown up sons.