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Director
How I can help
My depth of experience is working with clients to formulate strategies integrating investment planning, pensions and personal tax planning. My particular interest and depth of advisory experience is investment planning, however, I am also a Chartered Tax Advisor.
In addition to my client facing role, I lead the Derby office’s Wealth Strategies team and I am chairman of our Investment Committee with overall responsibility for our investment proposition and process.
My experience
I started my career with a big four accountancy firm in 1989 where I remained for nearly 20 years. Since joining Cooper Parry, I have continued my role of advising a wide range of clients from wealthy individuals and families, directors of private companies, executives of plcs and trusts.
How long I've been part of the team
Since October 2008. Prior to which I was a director in a Big four accountancy firm.
My interests
Family, keeping fit, golf, avoiding DIY and keeping our two border terriers under control!
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