I am managing director of the financial services division of Smith Cooper based in Burbage, Leicestershire. I help corporates, business owners and individuals manage their finances whether by running company pension schemes, advising on tax efficient succession planning or investing funds to achieve the most appropriate rate of growth.
What can I do for your organisation?
I offer full financial advice to clients enabling them to create a balance so they can live for today without worrying about tomorrow.
With 30 years’ experience in financial services, I’ve helped clients through at least three recessions as well as the odd boom. Following a period as a pension specialist at the Prudential, I moved to Allied Dunbar where I became a Sales and Marketing Director overseeing all financial services offered by the business in the Midlands. I knew and had worked with many of the Smith Cooper partners, so when they approached me to establish the Financial Services offering in 2005 I jumped at the opportunity. Since then we have developed the business considerably, acquired another IFA business and now run financial planning seminars for clients which feature well known investment specialist Justin Urquart-Stewart.
As well as advising clients on investments (we currently manage funds in excess of £100,000,000), we help with inheritance tax planning, company pension schemes and exit strategies. For business owners, personal and professional finances can be interlinked and I can offer advice to help them formulate a plan for both, that addresses their needs and aspirations.
Born and bred in Derby, I’ve moved across the UK for work but am now settled back in the Midlands. I am married with two adult children and two grandchildren. I enjoy golf, sailing and skiing and I am a frequent visitor to Wembley to watch England at football.
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.