I believe in setting high standards both personally and within business as this helps foster trust. Trust is a cornerstone in helping people engage and take sound financial advice from us.

As well as achieving higher levels of personal qualification, as a business we have achieved Chartered Firm and Accredited Financial Planning Firm status with the Chartered Institute for Securities and Investment (CISI). The CISI is the exclusive licensing authority for the Certified Financial Planner, which is an internationally recognised certification awarded to individuals who fulfil its stringent requirements and who have been appropriately tested. The professional body also awards Individual Charter for Chartered membership and I have been a dedicated member since 2003.

I have appeared and commentated on both local radio and BBC Radio 4 Money Box on financial matters of the day.

As we’re only on this planet the once (as far as I’m aware!) it’s important for me to set personal goals and achieve them. In short, I practice what I preach. I really enjoy ‘type two fun’, active leisure and adventure; mainly involving messing about on the water with stand-up paddle boarding and coastal sailing. I recently qualified as a RYA recognised Day Skipper which has opened up new opportunities. When on dry land, I’m a keen motorcyclist exploring the beautiful Cotswolds and a yearly motorbike tour further afield, which opens up new horizons of a different kind including discovering places off the beaten track.

Living and working in Cheltenham is a real delight. The town certainly punches above its weight hosting incredible festivals and many top amenities making for a great work/life balance.

A quirky fact about myself is that in spite of seeking adrenalin filled fun on both land and water, I’m terrified of heights, so I definitely won’t be throwing myself out of a plane any time in the future.