"My desire is to build long lasting relationships with my clients that will enable them to confidently build and protect their own wealth based on my sound advice and high standards of service".
I have worked in Financial Services since 1998. Since re-locating from Yorkshire to the North East. I worked with The Co-Operative Bank, Britannia Building Society, AXA Wealth and Arc Wealth Limited offering a home visit financial advice service. I have built a career on building long standing relationships with clients and their families, focusing on wealth creation and legacy planning.
I am married to Deborah, we have been together over 21 years and have 3 beautiful children. Much of my social time is now spent coaching and volunteering at Durham City Rugby Club, Cricket club and Durham United. As treasurer of the Rugby Club I raise funds to develop sport in the community.
The nineteen years that I have worked in the Financial Services sector have allowed me to develop an understanding and insight into my clients’ specific financial requirements whilst being able to bring a broad and varied knowledge in helping them construct solutions to their various issues. Added to this is a commitment to provide sound financial advice grounded in detailed professional knowledge delivered in a way that is easily comprehensible to all.