team_member_profile
Interests include...
Interests
With over 36 years in financial services, I’ve dedicated my career to helping clients make confident, informed decisions about their wealth. Since becoming independent in 1999, I’ve worked alongside my business partner, David Parkinson (based in Solihull), to deliver bespoke Wealth Management solutions that are tailored, transparent, and genuinely client focused.
My expertise spans Investments, Pension & Retirement Planning, Inheritance Tax strategies (including the use of Trusts, ISAs, Bonds, Collectives, VCTs, and Business Property Relief), and Lifetime Mortgages. But what drives me isn’t just solving financial puzzles—it’s building long-term, meaningful relationships. Many of my clients have become friends, which is something I’m incredibly proud of.
I’m fortunate to be supported by a brilliant team—Viv, James, Lou, Otis, and Liz—whose strengths in IT, Compliance, Client Servicing, Research, Security, and Report Writing ensure our office runs smoothly and our clients receive exceptional care.
Our ethos is simple: deliver outstanding service first, and everything else will follow. We focus on adding value, saving clients time and money, and creating a relaxed, welcoming environment where people feel heard and supported.
No two days are the same—and I wouldn’t have it any other way.
Outside the office, you’ll most likely find me supporting Nuneaton Town Football Club (home or away), playing walking football, or enjoying a good game of cricket.
