Over 25 years of Financial Experience

I have over 25 years' experience in financial services and live with my wife Lorna, son Dylan and wo cats in the village of Kings Worthy, just outside Winchester.

I love the process of learning and work hard to improve myself both in and outside of work. In 2020 I completed the Registered Life Planner (RLP) designation with the Kinder Institute, which not only changed my life profoundly, but gave me further tools to help my clients. I am passionate about helping my clients align their finances with a life that brings greater meaning, satisfaction and joy.

 

I have also always been very passionate about sport and spent three great years at Loughborough University finding out I wasn’t as good as I thought I was at most of them!

 

The life planning process helped me identify and articulate the things that were important to me:

• I want my life to be adventure based. I love physical challenges, the crazier they sound, the more they appeal to me; this has been part of me for as long as I can remember.

• My family means everything to me and creating great memories with them will always be a cornerstone of my life.

• I love animals and being outside in nature, particularly by, on or in the sea. A desire to do more sailing emerged, which I was not really expecting.

• I love learning new skills and am interested in personal/spiritual growth with a view to constantly improving who I am and how I interact with the world.

I was already well under way with physical challenges, having completed a full Ironman in 2017 and The Race to the King Ultra in 2019. I moved on to fastpacking to cover longer distances over more than one day – the coastal path around the Isle of Wight was a particular highlight, as was summiting Snowdon twice in one afternoon.

Unfortunately, a cancerous mole above my right knee (July 2024) and then a meniscus tear (Jan 2025) curtailed these activities for well over a year. 

The life planning process I went through taught me to focus more on what I can do, over what I can’t. Dylan wanted to try skiing so we went out to Tignes and both loved it so much, we went back again the same winter. He now also enjoys windsurfing and golf, which has led me back to sports I used to love but had not done for 20 or 30 years. It’s a lot harder in your fifties, but it is a privilege to be able spend time with Dylan before he soars off into his own future.

Within a few months of identifying a desire to sail more, some very dear friends offered us a small dinghy as they were emigrating to Canada. This led to us joining a sailing club and soon to buying a second-hand Wayfarer. I have since gone on to achieve my RYA Day Skipper qualification, sailing over 1500 miles in the process. Lorna grew up with sailing and I feel truly blessed that we can share this passion and joy together. We love heading out on the Wayfarer from near Hill Head and had a magical week sailing around Brittany in July 2026 with her niece, creating memories that will stay with me forever.

Getting my fitness back is proving a challenge, but having clearly identified the things that were truly important to me allowed me to pivot easily to other things that filled my life with joy. One of my favourite expressions has become:

“Things do not happen to us, they happen for us”.

 

I have recently learned that I have spent most of my life subconsciously reacting to life from inner fears that I didn't even know I had. By becoming aware of these, I have been able to make much better decisions and achieve a happier balance to my life, as well as helping others have a much healthier relationship to money.

I have come to learn that everything in life began as a thought. Therefore, it is imperative that we think about, and articulate our very best, joyful lives. I can’t guarantee that doing this will bring this life to you, but if you don’t, then I can guarantee that it won’t. 

As Mary Oliver said in her poem The Summer Day:

“Tell me, what is it you plan to do

With your one wild and precious life”