Operations Director

I specialise in…

pensions, in particular corporate and group pension arrangements.

I am really good at…

using my background and experience to simplify and demystify what is often perceived to be a complex and perplexing subject.

A bit of background…

my “interest” in pensions began in 1985 with British Gas Northern, where I was the Pensions Manager, before I moved into the exciting profession of financial planning. This fundamental understanding proves invaluable when assisting clients in Final Salary Pension Schemes including (but not limited to) the NHS, Teachers and USS schemes.

Other areas of expertise…

as a Chartered Financial Planner and a Fellow of the Personal Finance Society, I have a very broad base of qualifications and whilst pensions is my main area, I have a keen interest in private client wealth management.

Something that has always baffled me is…

Why there is only one word for Thesaurus!

My favourite holiday destination is…

Morzine in the French Alps, or anywhere else that enables me to indulge in my “late life passion” skiing.

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