A bit about me professionally…
I’ve been in financial services for over 30 years, and an Adviser at Goldsborough since 2000. I became a shareholder in the business in 2005 and a Director in 2016.
Since 2000, I’ve been actively involved in the “Money Talks” segment on FiveAA, and have answered questions in my weekly “On the Money” column in the Sunday Mail for over five years.
My philosophy when meeting with you is to take as much time as necessary to work through any issues you may have. I want to ensure I understand where you’re coming from, as every client is unique – and I will do my best to understand your uniqueness and treat you with the utmost respect.
I appreciate and understand it’s usually the ‘little things’ that are most important – such as family celebrations, travels, births and deaths – so they need to be to planned for appropriately.
What I enjoy most about my role is being able to work through ‘problems’ and offer an appropriate solution. Making life as simple and relaxing as possible for clients – particularly in retirement. Watching any stresses dissipate as we work through your situation is a highlight for me.
A bit about me personally…
My time outside the office is spent with my wife and family. Having five kids (aged from four to 22) means life is full at the best of times!
I still play field hockey (in winter) and love watching my wife Sarah and the kids play cricket throughout summer.
I have a model train set that I use to keep me sane.
I’m also involved in a brass band, another great way to de-stress and unwind.
My favourite quote is: “Two wrongs never make a right!” – something my late father used to say. It took me until I was about 35 to really understand what it meant, but it’s a very powerful expression.
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