I have worked in financial services since 2001 after graduating with a BSc (Hons) in Business Mathematics.
Following diverse experience working for various FTSE 100 insurance and investment companies, I launched Douglas White Limited in October 2012.
Since then I have worked to develop the services offered by Douglas White, while ensuring the ethos and service of that initial small business remains.
I really enjoy working with people to show them what can be achieved from financial planning.
By simplifying what can initially be complex and daunting, giving people the confidence to follow their plan still gives me a buzz.
Being a Father to 2 young girls happily dictates a certain amount of my time away from work with various sports, activities and teams often at the top of the list.
We do a lot as a family and with other families and friends.
There is a strong desire to spend more time on a golf course at some point but, for now, getting some time in the gym to try to combat the time socialising is more than enough.
BSc (Hons) Business Mathematics
Dip PFS
Includes AF5 which is the Advanced Financial Planning Process exam.
Working towards becoming Chartered.
Likes
Good food, good wine, great company
BBQs
The eternal optimism of dogs
Dislikes
Writing personal biographies
Making lists of likes & dislikes
People ‘Reaching Out’ and/or ‘Touching Base’
The proudest moment of my career so far is: Explaining to a terminally ill client that their family would be financially secure.
The three things I love most about my job are: Giving people the confidence to plan, retire and spend.