I continue to advise Private Clients and Business Owners as well as leading on the Financial Planning advisory strategy, Chairing the Investment Committee and being a Director of the Armstrong Watson Professional Trustee Company.

I have been providing regulated Financial Advice since 2006, I specialise in investment, pension and trust advice for high-net-worth individuals and business owners, predominantly in the Penrith and Eden area although not restricted to this geography. I specialise in providing pension and investment advice, especially the interaction between accumulating wealth for retirement and being able to pass wealth efficiently to future generations.I also fulfil the role of Pension Transfer Specialist providing bespoke advice and oversight in this complex area of planning. I sit on the Armstrong Watson ‘Investment Committee’ which provides oversight and due diligence on investments funds, wrappers, and products. As a firm our investment philosophy is for active management and multi asset solutions. Starting from a whole of market position quantitive filters are agreed and applied, before is qualitative layer is applied by a third party (PSIR), the role of the investment committee is to agree and review the filters and then the final centrally researched solutions that our advisers can apply to their clients circumstances. In May 2022 I joined the board of Armstrong Watson Trustees Ltd, to aid with providing professional trustee services to those aiming to protect and preserve wealth for future generations.

I joined Armstrong Watson in January 2013 to provide independent advice across the full spectrum of financial planning including retirement, investment and protection needs for individuals, businesses and trusts. Working at Armstrong Watson has allowed me to work alongside the wider group to offer both tax planning and financial planning advice under one roof.

Responsible for the identification and provision of solutions for financial planning needs of corporate and non-corporate business clients (turnover up to £3M) plus owners/Directors/partners and their staff in the NatWest Business & Commercial Client Channels across Cumbria.

Responsible for the identification and provision of solutions for financial planning needs of personal clients in the extensive NatWest branch network accross Cumbria.