Based in Cardiff, I provide wealth management advice to clients both within the City, and more widely throughout Wales and England.
After graduating from Loughborough University, I completed 14 successful years in the Financial Services Industry initially as a Bank Manager and later providing face to face Financial Advice. I feel very lucky to say that I love my job, I genuinely enjoy building relationships, helping my clients achieve their goals.
My approach is one of problem-solving rather than product-selling. As a client you can expect to receive the most comprehensive and appropriate advice at all times.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the dedication I place on developing long lasting relationships with my clients, ensures that I am able to offer a well-rounded, professional, sustainable and most importantly, a personal service.
Outside of my business I enjoy spending time with my wife and young son and daughter. I have several hobbies including football, the acoustic guitar and I’ve started learning the piano.