I specialise in these areas: -

I have held several advisory roles over my 30-year career from Home Services Financial Adviser for 10 years with Britannic Assurance, then moving on to become an IFA running my own Financial Services Company before moving on initially to run an Estate Agency and then in 2017 joining CDMB as both a Regional Manager and also a Protection Adviser.

I began my advisory career in mortgage and protection work and as we migrate to being specialist, I have returned to it. I find it most satisfying and I strongly believe we should all enjoy what we do. I like helping my customers purchase their first or second homes, protect themselves from debt and ownership worries and ensure they are setup for whatever life may bring to their door.

Personal

I am married, with 2 grown up children. and now 3 grandchildren, I live in Rochdale, Lancashire and am very proud to say I was born and bred in this Town. I also have a Holiday Lodge up in Carnforth and this is a fantastic retreat for ourselves at weekends and is in a very beautiful location being only a 20min drive down to Lake Windemere in the Lake District. I have played football and indeed most sports when I was younger but am now resigned to playing badminton and trips to the Gym to try to keep up some resemblance of fitness.

Qualifications

• (FP1) Financial services and their regulation
• (FP2) Protection, savings and investment
• (FP3) Identifying and satisfying client needs
• (CEMAP) Mortgage Advice Qualification

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.