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 always had an interest in the family business and aimed to enter the financial services industry for many years. When I completed my A-levels in June 2021, I 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 presents many opportunities; I look forward to meeting new clients, building professional relationships and tackling new challenges as a Financial Advisor within the firm. I’m really enthusiastic about my role and I am committed to providing quality financial services to clients, ensuring they are adequately protected for the future and guided through their financial journey.
When I’m not working, I love playing sports. I play for a football team called Cooke Athletic, whom our firm currently sponsor. I enjoy days out, whether that’s with my family or my friends. I’m also a bit of a Lego fanatic and collect different pieces – though cars and Marvel are my favourites.