Director & Wealth Management Consultant
Following my graduation, I took my first employment in Production Management in Warrington. After 8 successful years I moved to develop my career in the Financial Services Industry and joined Hambro Life in 1983. Shortly after joining I developed my career in Sales Management with Hambro Life while at the same time continued to develop my own Practice with the same Company. Over the years Hambro Life evolved to become Allied Dunbar, Zurich Advice Network and finally The Openwork Partnership. Alongside running a successful Advisory Practice, I became a Business Development Director with The Openwork Partnership.
The ever changing landscape of my industry, the constant drive to be better and after 23 successful years in Sales Management, I decided to concentrate on developing my own Financial Services Practice in 2009.
In 2015, I merged my own Practice with Stuart Gray Associates Ltd as a Director, to continue developing the new business focussing on achieving better outcomes for our clients.
Over the recent years the Practice has grown with the successful merger of Menai Financial Services led by Melfy Parry and Financial Planning (NW) led by Martyn Whittaker.
As a Director of Optasia Wealth Management Ltd I’m passionate about ensuring that our business becomes known for good quality of advice where the clients’ interests are put first, followed by an equally good quality of ongoing service.
I have taken up Golf and continue to strive to improve my handicap. I feel at my most relaxed when cooking at home. Other than that, I love watching sport, listening to music and spending time with my family and friends.