Based in Bridgend, I provide wealth management advice to clients at every stage of their personal and business lives. I have now established many working relationships with individuals in the Medical, Dental and Veterinary sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I have over 24 years’ experience in the financial services industry and my expertise allows me to help those looking to build their wealth as well as helping protect what they have accumulated for their family and future generations. This can involve, but is not exclusive to, advice on sensible investment strategies, inheritance tax planning, retirement planning and protection.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
I was a professional rugby union player with Bridgend and Aberavon for 10 years, and represented Wales Dragonhearts in amateur rugby league for a couple of years as a player and Coach for the highly successful Bridgend Blue Bulls Rugby League team.
Charity is also important to me and I regularly give and participate in endurance events such as the SAS Fan Dance events for my main choice of Y Bont School in Bridgend for children with disabilities and special needs, where my nephew Samuel, who has autism attends.