Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
I established Willow Wealth Management Ltd in June 2015 and I am a passionate advocate for good, professional financial advice and strive to promote professionalism along with obtaining the highest qualifications within our industry. I love meeting new clients and building trusted, long-lasting relationships.
I have been involved in aspects of finance for over 35 years, with a background in financial planning and accountancy; I have held the status of chartered financial planner, since 2010.
Outside of work, I enjoy sending time with my wife, Jean, and children: Corben, Caitlin and Willow (who the company is named after). As we live on the coast, we enjoy going for walks on the beach and also love to explore National Trust parks and appreciate what the country has to offer. I love to watch the football, especially Liverpool, world superbikes, and frequently the rugby as well.
Growing up I have always taken a keen interest in the family business and have wanted to come into the financial services industry for many years now. As soon as I finished my A-levels back in June 2021, and I eagerly took the next step in my career by enrolling in the Quilter Financial Adviser School in August 2021 and successfully passing the required specialist exams.
Being new to the financial services industry is exciting to me, and I look forward to my future endeavours, meeting new clients and building relationships since my appointment as protection adviser within the firm.
I’m enthusiastic about this side of financial services. I want to provide a quality service to people and ensure they are properly protected for what their future holds.
Outside of work, I enjoy spending time with my family going on walks and days out, and also like to spend time with my friends and playing football. I am a bit of a football fanatic and love to watch Liverpool play whenever I can.