My career in Financial Services began in 1999, when I joined John Currie Financial Management after completing an MBA. I am an adviser and specialize in investment research and planning.

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Phil, Russell and I have worked together since 2006 with the same goal of offering quality, bespoke independent financial advice and a highly personal service to our clients. We have grown our business steadily over the years, thanks in no small part to our dedicated team of staff who share our goal of providing the highest standard of service possible to our clients. 

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There are likely to be further significant changes in financial legislation and taxation over the years ahead which will affect many people’s financial planning. I believe we are well placed to meet these challenges, and we will continue to offer the best possible advice and service to our clients based on their individual requirements and circumstances.

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I am committed to progressively raising my own level of knowledge to ensure we continue to provide the highest standard of advice in a constantly changing environment. I am 'level 4' (Dip PFS qualified) and plan to gain further relevant advanced qualifications over the coming years.

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I live near Wetherby with my wife and two children, who do their best to ensure I never have any spare time! I enjoy travelling, reading, watching cricket, eating and following Burnley FC!