Expertise
- Chartered Financial Planner
- Wealth Management
- Corporate Investment
- Keyman/Shareholder Protection
- Pensions for Directors
- Tax Planning
- Independent financial planning
- Charities
- Ethical Investments
- Investment
- Pension Planning
- VCT & EIS
Experience
-
Five Wealth Ltd
Director
2017 - Current
-
Dewhurst Torevell & Co Ltd
Assistant Director
2000 - 2017
Education History
-
Philosophy & Political Science
University of Birmingham
1992 - 1995
Qualifications
Chartered Financial Planner
APFS (Associate of the Personal Finance Society)
Interests and Hobbies
Cycling, running, hiking, triathlon.
