Financial Planning Consultant

I specialise in…

Pensions, mainly with corporate and group pension arrangements.

I am really good at…

Putting people at ease and explaining the perceived complexities of their Company’s Pension Arrangement

A bit of background…

I have had the pleasure of working in financial services for many years, starting with Norwich Union in 1984. I have had a number of roles within the industry mainly working with pensions. I have been in an Adviser role since 2005, initially with Walter Wright Financial Services, before the company was taken over by Rutherford Wilkinson in 2011.

Other areas of expertise…

I also have a great deal of experience with other employee benefits, such as Group Life Insurance and Group Income Protection and though often incorrectly regarded as simple contracts, I have a good understanding of their intricacies.

My favourite holiday destination is…

Island of Seil, just off the West Coast of Scotland, peace & quiet, great scenery, good company and a decent pint of beer

My favourite book…

The Crow Road by Iain Banks, a book that starts with the line ‘It was the day my grandmother blew up’ has to be given a chance – a contemporary every day tale of life, death and everything in between.

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