I have two sons and have been married to Cathy for more than 25 years. In my spare time I enjoy playing golf, tennis and squash.
My Work History & Experience
I am a pensions specialist and I have spent more than 40 years working in the investment industry. I am highly qualified and hold many well respected titles such as Justice of the Peace. I am a Certified Financial Planner (CFPTM), an Associate of the Personal Finance Society and a Chartered Member of the CISI (Chartered MCSI). I also hold Chartered Financial Planner status, awarded by the CII. This chartered standard remains today's 'gold standard' of excellence and integrity.
My Time at Index Wealth Management
I established Index Wealth Management in 2004 with my co-director Noel Farrelly. Since then the business has gone from strength to strength. One of the many highlights was winning the inaugural ‘Midland Advisers of the Year’ and ‘National Advisers of the Year’ Awards. These prestigious awards are from New Model Adviser magazine, whose parent is Citywire the respected City of London fund analyst. Index Wealth Management has beaten off fierce competition from all over the country, including national firms and is the only firm to have been awarded the National title.
As well as being a Chartered Financial Planner, I also hold a specialist pensions qualification and as a Financial Conduct Authority (FCA) authorised pensions specialist, I am allowed to undertake technical work for lawyers, accountants and other advisors, particularly in divorce cases.
I have a detailed depth of knowledge on pensions and Investment matters and I’m more than happy to comment on either of these areas.
What I Can Do For You
- Give you financial peace of mind, allowing you to live your life without worrying about money.
- Meet with you regularly to make sure you are on target to meet your financial goals.
- Help you understand what money means to you.