I joined the Financial Services industry in 1983. I have enjoyed and continue to work with a broad range of clients who have varying needs, from simply making investment decisions, to more complex needs such as ‘at retirement’ planning and implementing family friendly Inheritance Tax solutions.
This often leads to building long term relationships with clients and their families, in some instances, this has been in excess of a couple of decades. Forming these strong bonds is what I find the most rewarding part of my role.
After spending many years at companies of varying degrees of size, including management positions at FTSE 100 companies, I joined Cullen Wealth as it offers the right balance of size and resource without losing the personal touch that I feel is so important.
My home life is about spending the majority of my time with my wife Sharon who works for the NHS. We are very lucky to have twins William and Aimee. William is in the police force and Aimee is a trainee Financial Adviser.
Our family passions are mostly travel and automotive related….and we all enjoy a nice meal out!