Hello there and thanks for visiting my page.  I recently passed my Level 4 Diploma in Investment Advice with a view to becoming a financial planner.  This is a complete change for me as I've spent my career in corporate telecoms sales roles but, following redundancy in March 2025, decided to follow my twin passions for finance and helping people.

I'm now looking for a financial advice practice to join either as an employee or self-employed as I feel the support I will get from that arrangement will suit me better than starting my own practice and will allow me to concentrate on bringing in clients successfully.  This site is designed to showcase what I could bring to your practice.

Attached here are my CV, my certificate and, most importantly, my abbreviated business plan which explains my approach for new business and how I will utilise my network and experience to attract the right new clients.