Having already enjoyed seven years within the Financial Services industry, I was brought into Sterling Solutions by the Practice Director, Mark Barry as part of his succession planning for his longstanding and valued clients. I am committed to providing my clients holistic and practical financial planning advice across a number of areas including investment planning, estate planning, protection and retirement planning, specifically pensions. Having previous experience working with small and medium sized businesses across the North, my passion is advising business owners on making tax efficient decisions and assisting my clients make the right investment choices. My commitment is to provide the highest quality of financial advice to my clients.
At present I’m studying towards becoming a Chartered Financial Planner. Away from the business I’m a passionate rugby player and fan, a father to two boys Vinnie and Robbie and a try-hard golfer.