Cash Flow Planning

Retirement Planning

Holistic Planning

High Net Worth Private Clients

About me

I have been working in financial services since 1982, including over 30 years as an independent financial planner. I was the first financial planner in Hertfordshire to be awarded the BSI ISO22222 standard as a Certified Financial Planner.

I am a Member of the Personal Finance Society and the Chartered Insurance Institute, and an Associate of the Chartered Institute for Securities and Investment.

Prior to joining HFMC Wealth, I was the Business Development Director of Generic Financial Management plc, which I founded in 1985.

I specialised in holistic financial planning, which included lifetime goal-setting, investment planning, risk management, retirement and taxation advice to high net worth individuals, trusts and small businesses.

Following the acquisition of Generic Financial Management plc by HFMC Wealth Group, I am now Business Development Director of the Group with responsibility for growing the firm’s client base and funds under management, whilst also heading up HFMC Wealth Group Adviser Development Programme.

During my time at Generic Financial Management plc I developed the unique Executive Results Programme, a tool for business owners to maximise the wealth and value created from their companies.

I have been married to my wife Jane for 36 years and we have two very creative adult children. We mix up our time between London and Spain and for fun I front the rock band “Identity Theft”, regularly performing at charity gigs. The delights of real ale have been a passion for 40 years!

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