Independent Financial Adviser

I am a fully qualified Independent Financial Advisor with a particular focus on complex matters such as trust planning. I am committed to maintaining high standards in all aspects of my work, while fostering strong, long-lasting relationships with my clients.
I began my working career in the army, serving as member of the Grenadier Guards. During this time, I developed a keen eye for detail, both in my ceremonial duties and as a mortar detachment commander.
In 2018, I transitioned into the financial services industry and began working towards my Diploma in Regulated Financial Planning. I also became a member of the Society of Will Writers in 2020. Although I am no longer a subscribing member, the knowledge I gained in this area remains invaluable, especially since joining PSA in 2022.
I am currently pursuing the Advanced Diploma in Regulated Financial Planning to further enhance my expertise. Outside of work, I enjoy staying active by going to the gym, walking my dog, and clay pigeon shooting on weekends.
Qualifications
BA (Hons)
De Montfort
Psychology
Dip PFS R01
Financial Services, Regulation & Ethics
Dip PFS R02
Investment
Principles & Risk
Dip PFS R03
Personal Taxation
Dip PFS R04
Pension & Retirement Planning
Dip PFS R05
Financial Protection
Dip PFS R06
Financial Planning Practice
Cert CII
(MP &ER)
Mortgage Advice & Equity Release
PFE (PIP)
Investment Planning
CF8