I am 3D Wealth's Principal Wealth Planner and have been working in my industry since 2003. I am an Accounting and Computer Science Graduate from The University of Leeds and started my career as a Graduate Management Trainee for Unilever. I joined a Financial Services firm as their IT Manager and during this time I qualified as a Financial Adviser, to further my understanding of the industry, progressing to Head of Research, Information and Technology and then Operations Director.
Once the company had been prepared for sale, I altered my career path to helping people with their financial needs and objectives. Then, as a sole trader, I met and became a client of my future business partners Pam & Declan Connolly who ran Marketing and Accountancy Businesses.
In 2010 3D Wealth was founded with a primary focus of delivering excellent personal and business financial planning advice to business owners, sole traders and entrepreneurs. This brings together my technical knowledge, diverse business experiences and passion for planning.
A planned and amicable buy out of Pam & Declan’s shareholdings was completed in 2019, having all enjoyed and benefited from 9 years in partnership. Our ‘story’, like yours, of course continues to be written and I look forward to the opportunity to see if we’ll both benefit from being part of each other’s, whether for just a while or, most ideally, for a long time as we ‘Make it Happen’ together.
I joined 3D Wealth in 2017 as a Wealth Planner, having spent 15 years in the Financial Services Industry.
As well as helping our clients with all aspects of Financial Planning, such as Retirement Planning, Investment Planning, Inheritance Tax Planning Solutions, and Long Term Care Planning, I specialise in helping business owners and High Net Worth individuals with complex but potentially very beneficial Tax Planning.
For example, when advising business owners who face potentially large tax bills, I help them to understand, simplify and utilise tax efficient investment planning to mitigate their tax liabilities.
My personal mission is to build enduring relationships with all of my clients by establishing trust and delivering quality, holistic financial advice.
Outside of work I am a regular gym goer indulging in strength conditioning, weights, circuit training and boxing. I also enjoy hiking up mountains and have been on a skydiving course in Portugal.