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I spent 33 years in the cut and thrust of the corporate IT world, delivering multi-million pound projects around the globe. Now I’ve turned my long-standing interest in personal finance into a new career as a financial coach.
My particular interest is pensions, and I love the part of the process when I reveal to a client what their pension income could look like. Many people have never seen that and it’s a great way to bring realism into what is often a hazy subject, and to implement any changes which are needed before it’s too late for the client to retire early like they always hoped.
Away from my desk I play drums in a rock and pop band, and will often be researching and trying out new songs in my music room. When I get outdoors I enjoy cycling and playing with my grandsons.
My biggest passion remains helping people realise their financial dreams; many people vaguely know what they want to save for and when they want to retire, but few have had the time to put a plan in place to get there. Our sessions together allow the client headspace to address this most important topic, and remove the lurking uncertainty that there’s more they should be doing.
COMPANY AND TEAM
Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.
Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.
As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.