Work Department

Investment Management

Position

Partner & Independent Financial Adviser. His areas of specialism include investment advice for individuals, trustees, deputies and attorneys; advice on long-term care; life insurance advice; pensions and retirement planning; investment fund research and analysis; cash flow modelling.

Education

Minster School, Southwell; Chartered Insurance Instatitue (CII) - Diploma in Financial Planning; Chartered Insurance Instatitue (CII) - J10 Discretionary Investment Management