I’ve been working in financial services since the mid 80’s and worked my way up to Senior Management of a National Firm where I met Andrew. In 2002 we Founded NOW with a vision of providing clients with a proactive financial planning service.
Since launching NOW we have helped many of our clients live their best lives by helping them understand the concept of ‘Lifestyle Financial Planning’ a far cry from the old days of advisers just selling policies. Our vision is still strong as we constantly strive to provide a world class service to our clients.
I have a son who has recently graduated with a physics degree. I’m proud to say he is now working in the renewable energy sector. That’s something I’m also keen to support through NOW as well, via St. James’s Place’s environmental, social and corporate governance (ESG) agenda.
In my spare time you will find me outdoors or travelling. When not walking I will swap my shoe leather for my bike leathers and get out on my motorbike. I’m also a qualified skipper and you’ll often find me relaxing at sea…if I’ve gone missing I’ve gone fishing!
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At a glance The difficult economic forecast in 2023 means that more companies will face scale-backs or closure. Using reliable cash-flow data will provide early information on financial problems, so you can…
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