I have a son also in financial services, also called Matthew…..forward thinking my impending memory loss! and also a dog called Evie who is the boss of my household.

I love to be outdoors, either walking, cycling or sailing with my partner.

My key to success…..use the great minds around you.

Starting the Academy is my step to help the next generation of potential Entrepreneurs by starting the programme with some great minds to help you.

Industry Experience

Over 30 years in financial services specialising in personal financial planning working with business owners to maximise their position and future proof their finances tax efficiently.

Specialisations:

Corporate & small business benefits, structure & planning, investing & protection, Member services, Networking, Business Development, Client acquisition.

Qualifications

DipPFS / CeMAP / CeRER