I left Leeds University in July 1988 with a Bachelor of Science degree in Mathematics and Economics and commenced working as a trainee chartered accountant with Pannell Kerr Forster in Leeds. I left them in November 1990 to take a ‘gap period’ to travel extensively abroad and then in November 1991 I was offered a position as an investment adviser with Hill Samuel in Leeds.
In 1993 I was approached directly by Endsleigh Insurance (an appointed representative of Friends Provident) and offered a position as a Financial Adviser. In August 1994, Endsleigh Insurance sold their life business to Friends Provident, and I worked with Friends Provident First Call from August 1994 to December 2003. At the outset I fulfilled the role of a Financial Adviser, however with my accountancy background I was asked by First Call to become the Regional Business Adviser for Yorkshire. In December 2003 Friends Provident elected to disband First Call and appointed all the advisers at that time as individual appointed representatives of Friends Provident.
In January 2005 I joined Lifetime where I was asked to advise some of their higher net worth clients and business owners as well as continue to service my own existing clients from my Endsleigh and Friends Provident days. This has continued to the present day where I continue to advise on all aspects of individual, business and group planning. Furthermore, I was asked by Lifetime to become a director of the company.
My 15 minutes of fame – Being a half decent rugby union player – a long time ago!
Sunday afternoon heaven – Country walk followed by a roast dinner at a good pub
Gadget I couldn’t live without – My Wife
Dream car – Ferrari F60
Best feature – Loyalty
My tipple – Cider
First experience of a financial advisor – My father’s adviser visited when I was 10
Retirement dream – A sea view
First memory of money – My Grandpa letting me buy ice-cream at the seaside