I am highly experienced within the financial services industry, having started my career in banking in 1985 eventually becoming an Independent Financial Adviser in 1997. I joined DTE Financial Planning in 2002 to expand my areas of advice and wanted to work for a smaller company who puts their customers first.
I am a member of the Institute of Financial Services (IFS) and have a Diploma in Financial Planning (DipFA). I am qualified to advise on mortgages and have obtained a Certificate in Mortgage Advice & Practice (CeMAP).
Outside of work I can often be found walking my dog Casper in and around Tameside where I live. I enjoy keeping fit in the gym and support Manchester United Football Club.
Specialisms: financial planning and mortgage advice.