team_member_profile
Interests include...
Interests
With over 35 years in financial services, I have dedicated my career to providing clear, honest advice in order to work with clients and enable them to plan in an efficient manner to achieve their goals. The last 25 in Partnership with My Buddy David Parnell. We both share the same ethos and strive to improve clients lives.
Looking at all areas as life evolves. Looking to protect family in the event of death, Invest with confidence & plan for an adequate retirement. I am a fully qualified Pension Transfer Specialist and able to discuss and if best transfer from Defined benefit Schemes & Other Pensions that have what could have valuable Guarantees built in. So able to off a full range on retirement planning. Then as wealth accumulates looking at Inheritance Tax Planning to enable as much of the accumulated wealth to be passed onto the heirs.
I take pride in operating with transparency and integrity, ensuring every client is listened to and receives advice that truly serves their best interests.
I am fortunate to be supported by an exceptional team. Wendy brings over 20 years of experience working for DP’s, offering clients a wealth of knowledge and care, while Sue provides vital administrative and client support, helping everything run smoothly behind the scenes.
My approach has always been straightforward: Looking to deliver advice that is personal, professional, and based on genuine understanding of client circumstances and desired outcomes.. I believe long-term relationships are built on trust, and many of my clients have become friends over the years. This I take great pride in.
Outside of work, I enjoy attending horse races. With memberships at Both Ascot & Goodwood. Having association with Ascot & Royal Ascot Racing Club Horses. For my sins I support Leicester City Football Club and have lived my dreams. Seeing them Win every Domestic honour there is in English Football. I also follow Leicester Tigers & England Rugby. As part of my love for Rugby now sponsor Birmingham Solihull Bees Rugby Club. My local Club and one that I got association with when my Son Reece played for in his youth. On top of this enjoy foreign travel & heading to the slopes whenever I get the chance to go skiing. Most importantly as I am reminded I have a wonderful supportive wife & as they tell me great children. Topped off by having 3 Wonderful loving Granddaughters. Lastly our Dog Belle who is definitely everyone’s favourite!
