Director Independent Financial Adviser
What I do:
As one of the founders of Mulberry Wealth Management and also being in charge of Compliance (HUMOUR)
In my 20+ years in financial services I have built up an extensive knowledge and expertise that I like to convey to my clients.
I enjoy working with my clients to find appropriate solutions and to offer them the peace of mind and reassurance that they are able to meet their financial goals and that their investments are managed appropriately for their personal needs.
I like to build up a personal relationships with all clients in order that I can understand their needs and wishes, I understand the relationship is built on trust and encompasses the many changes that occurs through clients and their families.
What I like:
When myself and my wife get spare time off from running our young daughters from club to club I enjoy watching rugby (since my playing days are over) playing a little bit of golf and the occasional ski trip, not to mention meals out with my wife, when time allows.