Senior Client Manager
CurrentI have broad and extensive experience in the financial services industry with in excess of 30 years with different companies in various roles. For the majority of my time in the industry I have held positions with professional firms who provide independent financial advice. I have acted for a range of private and corporate clients including many that are in or approaching retirement. In my career I have gained a lot of experience and expertise in retirement planning and aspects relating to pensions generally. I have enjoyed gaining experience in the more specialist areas of advice where self-invested pensions or other bespoke solutions may be appropriate.I have also developed skills in tax efficient investment planning for clients whether in association with retirement planning or other areas such as funding for the costs of care or estate planning. I try to remain active and have participated in various sports over the years. I can also be seen stomping around the great outdoors on occasion. Currently I enjoy cycling (mainly to and from work), swimming and regular early morning gym sessions.
