As part of the Compliance Team, my role is to provide technical assistance to the Compliance Director, whilst also reviewing client files to help ensure that all of our customers are treated fairly.
In addition to holding the PFS Diploma in Financial Planning, I have more than 30 years professional experience in Financial Services, including more than 20 years as a Financial Adviser.
Away from work, I like to spend as much time as possible with my family. I like to travel and enjoy a variety of sports, which includes helping coach my son’s junior football team.
