My financial career began at NatWest in Hebden Bridge where I started as a bank clerk. After seven years at NatWest, I became ‘The man from the Pru’ working for a local branch, covering Mytholmroyd, Hebden Bridge and Todmorden. By then, I had already gained the trust of the local community as they saw me as a respected financial expert in the area.
I have been an Independent Financial Adviser (IFA) for 11 years predominantly in Calderdale and the surrounding area. I have my IFS Level 4 qualification in Professional Financial Advice and am currently studying towards Chartered status.
With over 25 years’ experience in finance, I understand that when it comes to money, many people put their head in the sand, due to lack of knowledge and because of not wanting to trust a stranger with their savings.
My friendly, no nonsense approach means I’m able to translate all that fancy financial jargon so you get a better understanding of how to manage your money.
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