Director / Adviser
BA (Hons), Cert CII (MP), DipPFS
How long have you been with the company? 10 years
What’s your role? I deal with all aspects of financial planning, and specialise in pensions, lump sum investing and estate preservation, primarily for private clients.
What do you enjoy most about your role? The variety of work involved and having direct interaction with people. Being able to take away their stress at the point when they’re facing difficult financial decisions is a great feeling.
How do you relax? I enjoy spending time with my family, playing with my children – as well as reading and playing guitar. I’m also a long-suffering supporter of Barnsley FC and Castleford Tigers.
What is the most important lesson life has taught you? Everyone is fighting their own battle. You never truly know what people are going through. Be patient, and don’t judge.