Position: Independent Financial Adviser
Tel: 01784 437611
Having spent 20 years in domestic and international banking, I became an IFA in January 1995.
I have achieved recognition as a Chartered Financial Planner having been awarded Chartered status and became a Director of Regency in 2014.
As a Financial Planner, I have established longstanding relationships, working closely with my clients in helping them to achieve their financial goals. This includes a focus on tax efficient investments, pensions and inheritance tax planning.
Outside of work I enjoy spending time with my wife and daughters and enjoy trying to keep fit as well as photography, walking and being part of a busy Church.