I began my career in the City of London working for Investment Fund Managers Sun Life and later Alliance Capital, an American firm. I guess I was following in my Dad’s footsteps as he was a fund manager for many years. This came to a stop when a hobby of mine became a bit more than just a hobby and I moved up to Yorkshire to join a brass band (seriously, no joke!).
Whilst in Yorkshire I took my Financial Planning Certificate and worked for Scottish Equitable as a broker consultant (as well as playing the cornet). Eventually I met my wife and after a brief, nine month tour of the world, decided to move back down to the South of England. I had spells working for Scottish Life and Clerical Medical as a senior consultant. I decided that I wanted to become self employed in 2005 and joined my brother in the Openwork network.
I met Mike Cooke during this time and we worked well together on a number of projects before deciding to join forces at Enable in 2007. I am continuing to study towards achieving chartered status.
Personal
I live in Saffron Walden with my wife and 2 daughters.
Qualifications
- Financial Planning Certificate
1, 2 & 3 - Chartered Insurance Institute
CF6 – Certificate in Mortgage Advice - Chartered Insurance Institute
J05 – Pension Income Options - Chartered Insurance Institute
GR1 – Group Risk - Chartered Insurance Institute
J04 – Pension Funding Options - Chartered Insurance Institute
AF3 – Pension Planning - Chartered Insurance Institute
- RO3 – Personal Taxation
- Chartered Insurance Institute
- RO2 – Investment Principles & Risk
Core Skills
Financial Life Planning
Investment Planning
Retirement Planning
Life Insurance & Income Protection
Business Planning
01279 755 950
