I am the Operations Director of the financial services division of Smith Cooper, based in Birmingham. I cover a range of services from technical pension issues for listed companies through to arranging and managing the private wealth of individuals.
What can I do for your organisation?
I conduct a fully independent financial planning service to enable corporate and private clients to optimize their financial resources.
I graduated with first class honours in Business Management. I am now in my 17th year in financial services, having started out with AXA Equity & Law. I spent 5 years with a national IFA firm, where I progressed to heading up a team of technical pension specialists. Prior to joining Smith Cooper in 2008 I had time with a small wealth management company that focused on investment work. Whilst at Smith Cooper I have been contracted to a significant regulatory project in a large bank and provided consultancy services to a national IFA network. I also lecture undergraduates reading Economics, Finance & Accounting.
As well as advising clients on the full spectrum of investments (we currently manage in excess of £100,000,000), we help with personal risk management, inheritance tax planning, corporate pensions, and corporate risk management, SSAS, SIPP and trustee investments.
I am married with a young daughter, so spare time is limited but I am a member of Stoneleigh Deer Park Golf Club and follow Coventry Rugby Club whenever possible. I also have an obsession with products made by Apple!
Smith Cooper Independent Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority (firm reference 443209). Please note that Small Self-Administered Schemes (SSAS) and Inheritance tax planning are not regulated by the Financial Conduct Authority.