T: 0345 250 8420
M: 07967 654 917
I have been a professional Financial Adviser since 2000. Duties have also included working for a large national IFA as an Associate Manager for the region with responsibilities including monitoring and signing off advice from fellow advisers within the regional office - ensuring integrity, sound technical knowledge and effective client servicing remained at a high standard across all advisers I am regularly asked to comment on financial issues in regional newspapers, and have had client case studies published in the national press. Whilst studying towards the Advanced Diploma in Financial Planning I have achieved advanced, specialist qualifications in Equity Release, Pension Income Options and Care Fees Planning. I am also a member of Symponia - an organisation of Independent Financial Advisers specialising in the sensitive area of Care Fees Planning. Prior to a career in financial service, I trained as a Primary School Teacher, and worked as a Payroll Manager. I was born in South Wales where I continue to live with my wife Nicola, and daughters Bethan, Seren and Catrin.