Having advised myself, I understand a lot of the challenges advisers face on a day to day basis. Whilst in my career, I have spent a lot of time at the coal face attaining a high level of knowledge across Platforms, Pensions, Bonds, Trusts/IHT planning and Asset Management.

My time is very much taken up with my wife Rachael and two young daughters, Eloise and Lottie, with a keen interest in DIY and Socialising/Eating out. I enjoy most sports, with a particular focus on F1, I find the level of detail mesmerising.

We plan to help millions of people retire with confidence. We combine a data-driven approach, along with cutting edge technology to help empower financial advisers.

Our model portfolios are designed to help advisers reduce risk, remove the administrative burden associated with maintaining client’s portfolios and maximise returns, all whilst offering industry-leading low costs.

As a Consultant, I help financial advisers by introducing them to our solutions and technology, matching them to the right portfolios for their clients and helping with the implementation of our Ecosystem.

Following the initial onboarding, you can expect a high level of account management with plenty of engagement where required, to help add additional value to your business, whether that is through maximising the use of our proposition, or merely offering general help or an opinion.

You can contact me by email, phone, webinar or locally via face to face meetings.

Want to know more? Get in touch or book a meeting with me!