My personal interests include travelling (especially with Silversea cruise line!), reading (particularly history, economics and thrillers), golf, chess and cycling. As a lifelong fan of Aston Villa and a season ticket holder, I am acutely aware of the highs and lows of the game of football. I have been happily married to Janet for 36 years. I have four children and one grandson.
My Work History & Experience
I have over 40 years’ experience in the investment business. I have been a Board Member of the Institute of Financial Planning and I am one of only 78 Fellows of Chartered Institute for Securities & Investments, the highest award made by that body. In 2006 I became one of the first people in the UK to be appointed as a Chartered Financial Planner - an award recognised as the pinnacle of achievement in this profession.
My Time at Index Wealth Management
I established Index Wealth Management in 2004 with my co-director Les Phillips. 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’ Award. 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.
I now work almost exclusively with business owners and I am proud to have helped a very large number of entrepreneurs to sell their businesses and live the life they have always dreamed of.
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.