10
out of 10
4 verified reviews on
I started my financial career back in 2007 as a mortgage advisor. Throughout my time in this role, I accumulated over 800 clients, which inspired me to transition into financial advice to help them with broader financial planning.
This role change enabled me to offer independent financial advice, ensuring my clients operate as tax-efficiently as possible and helping them achieve their life's ambitions.
Away from my professional life, I enjoy long walks with my wife and playing golf at Kings Norton Golf Club. As a former golf professional who made it to the European Challenge Tour, I am a keen advocate of sports and have a strong passion for ensuring players are cared for professionally.