Group Technical Director
A Chartered and Certified Financial Planner and Fellow of the Personal Finance Society. Former FT Financial Adviser IFA of the Year & PFS Chartered Financial Planner of the Year.
As a founder of LIFT-Financial Group I'm responsible for several business areas including our technical expertise. I work closely with the Advice team to make sure our clients are receiving the very best guidance, service and products. I also have a small group of clients that I advise, many of whom have been with me since early in my career. Helping people take control of their finances and giving them security for the future is what drives me. It's the reason I love what I do so I'll always keep those client relationships.
I'm a strong believer in the value and values of Chartered Status so I give my time to help the PFS promote these across our industry. We've always been trailblazers at LIFT and I think the professional expertise and ethical standards that are at the core of our business should be embraced by all firms.