Meet Me
I have more than 30 years experience in financial services and I have been advising clients about their finances for more than 15 years. Initially I was a representative of a leading UK mortgage lender, I then moved to a local IFA firm as their mortgage adviser and I am now a self-employed independent (or ‘whole of market’) consultant, which gives me access to the widest range of financial products.
I have lived in Wargrave, Berkshire, since 1986 where I am the Treasurer of Wargrave Cricket Club and Chairman of Sonning Sports Table Tennis Club.
My main interests are music and sport and in 1998 I ran the London Marathon raising over £2000 for the NSPCC.
My professional qualifications are:
- Financial Planning Certificate
- Mortgage Advice Qualification
- Certificate in Equity Release (incorporating Home Reversion Plans)
- Certificate in Lifetime Mortgage Activities
My professional memberships include:
- The Personal Finance Society
- The Society of Mortgage Professionals
- The Chartered Insurance Institute
- Wargrave Professional Networking Group