I started my journey in financial services as a graduate trainee with Santander in 1999, before qualifying as a Financial Adviser in 2000. Throughout my career I have undertook various roles including Financial Adviser, Mortgage Adviser and various Management positions.

I look to offer holistic financial advice to my clients, and  believe in providing advice which is simple,  easy to understand, and put across in plain English, while looking to build rapport and encourage discussions with clients and their families to understand their current position, their aims, goals and aspirations for the future, to ensure a clear understanding of what is important to them. By delivering clear and effective advice, I believe this leads to long term relationships, which will be reviewed and updated regularly.

In my spare time I enjoy spending time with my family, walking, playing 5-a-side football and attending the gym.

I have worked in the financial services industry for over 20 years, holding a number of roles during this time including Financial Adviser and Area Sales Manager at the Britannia Building Society, AXA Wealth and St James’s Place Wealth Management before establishing Options Financial Planning Ltd.

I put the client first without exception, wanting the best for them, their families and their money.

I am passionate about helping my clients get the best potential returns for their money and love to share uniquely tailored solutions with my clients helping them to nurture, grow and protect their wealth.

I am based in the North West of England however am able to offer an holistic financial advice service on a nationwide basis.

Outside of work I am married to Lorna, am a regular visitor to my local gym and enjoy walking and socialising.