Director & Financial Planner
I have been working in Financial Planning since 2007 having trained with an international firm of financial advisers and stockbrokers. Since then, I have worked for several firms and have gained a lot of experience working with a range of clients, particularly small business owners. During my career I have been responsible for the entire client journey including admin, report writing, research and client management. Over the years I have built good working relationships with many of the leading accountants and solicitors in Northern Ireland.
I mainly work with small business owners and people in retirement – two groups who are at very different stages in their lives. I like taking the time to sit down and learn about people, what is important to them and helping them get to where they want to be. Being the person clients turn to for help is a great feeling at the end of the day.
I’m a normal guy. I love spending time with my wife, Helen, and two sons, Patrick and Ciaran. We enjoy getting to the beach for family walks and travelling to the same hotel in Lanzarote every year (Pandemics permitting of course!). I try to get out and play golf when I can, quite often with Dale and my oldest son Patrick. I am also involved with my local football club as a goalkeeping coach and am on the Board of Governors of the school my sons attend. I’m also a big fan of Liverpool FC! We’re quite social people and like to have people over – you’ll usually find me with a drink either in the kitchen or at the BBQ cooking (usually my special recipe ribs!).
I like helping people on:
Pensions - I’m approaching retirement
Advice to business owners
Diploma in Financial Planning
My charging model:
Ongoing % fee