Our Financial Adviser
Director and Financial Adviser
Tel: 01483 338 678
I have worked in the financial industry for closing in on a decade, having joined Mercer Limited, the major global pension consultancy, directly from university. Here I gave support to company directors and their pension scheme trustees concerning legislative issues, investment strategy and performance.
Having enjoyed my time in the City I joined a small private independent financial practice near Farnham providing pension, investment, savings and tax advice (amongst others). Here I was able to spend more one-on-one time with my clients; something I truly value.
These experiences have led me to set up Surrey Downs Financial Services. My goal is simple; to provide you with the peace of mind that your, and your family's, futures remain secure and to take that weight off your mind.
As you would expect, I am fully qualified with a Diploma in Regulated Financial Planning, as well as having completed a number of specialist corporate pension and investment examinations as a member of the Pensions Management Institute of the CFA Institute respectively.
I was also among the first to attain the Enterprise Investment Scheme Association EIS Diploma, the gold standard alternative investment qualification, enabling me to provide specialist advice to clients in this complicated area.
I was born and raised in Surrey, having attended the RGS in Guildford. I now live in Woking with my better-half, Rosie, who also works in the financial sector as an actuary. When not at work you are most likely to find me wandering through the trees of Clandon Regis Golf Club in search of my errant golf ball, planning my next ski trip, or waiting patiently outside a dressing room whilst Rosie tries on another, yet “absolutely necessary”, garment of clothing.