I help people to protect what is important to them, whether it is family, or business, from the potential financial losses associated with sickness, disability, or dying. With over 25 years of experience as an adviser you can rely on my knowledge and life experience to ensure that we provide the best solutions to risk management.
My passion is helping people make really good financial decisions based around who you are, your values, and what your goals & ambitions are. I believe that when a financial plan is based around these parameters, we can look forward to a rich and fulfilling future. We are all individuals and I believe we all need our own personalised plan to achieve our personal goals.
I come from a science background, having originally trained as a biologist. As such I am reasonably conservative, honest, and genuine. It has trained me to be analytical and logical in my process, but at the same time having a good ear for listening to what my clients say and want.
Away from work, I'm passionate about the outdoors - in particular, the mountains and the seas. This has taught me the importance of good forward planning to minimize the potential risks associated with being out there, dependent on one's self. Risk management is no different – it takes a good plan to ensure that any risks to our financial well-being are taken care of so that we can focus on achieving our goals.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.