I am extremely proud to be an appointed Financial Adviser, graduate of the St. James’s Place Financial Adviser Academy and the Lester Brunt Wealth Management training program. My journey into the financial industry started as a passion project in August 2019, which turned into a full-time commitment due to the world events of 2020. After joining Lester Brunt Wealth Management in September 2020, I set myself a target to sit all six industry-standard exams by February 2022, which is a target that I hit.
I find great pride and enjoyment in meeting new individuals and making a valuable difference. I am proud to lead an open and honest discussion, with the aim of recommending a solution that can positively impact lives. My goal is to be a financial adviser that can optimise my client’s current and future circumstances through conversation, developing bespoke plans built around the three core pillars of advice: protection, investment planning and retirement planning.
I haven't taken the traditional route into the financial industry. When I am not working with my clients, I continue to play drums, golf and watch all manner of sports. I am grateful to have spent over 10 years as a session musician, playing in over 50 countries, multiple stadiums, and TV shows. Music will always be a big part of my personal life and I am fortunate to be able to fly to a number of Mediterranean countries to continue to perform shows on weekends. Not everyone needs a drummer, but everyone should have a conversation with a financial adviser.