I enjoy working at CRS and being part of a hard working client focused team. I hold the Diploma in Financial Planning, Advanced Pensions Exam and I am working towards Chartered status.
Most of my time is focused on pensions and retirement planning. The real enjoyment of being a financial planner is providing clients with bespoke, holistic advice that allows them to enjoy their lives, instead of worrying about what’s going on in the world financially. Often we meet clients that have worked hard and saved, but don’t really know how to use their money. The best feeling is when you highlight what options they have – retirement, semi-retirement, helping other family members or just enjoying themselves more.
I have an active family life outside work and enjoy spending time with my wife and two children.