I most enjoy working with individuals where I can add value beyond just the numbers, for example by helping people gain the confidence to retire, or to live the lifestyle they want without fear about their finances. I tend to work with people who are approaching or already in retirement, or else very busy with their career/family life. I work with clients all over the UK. I live near Truro, Cornwall and have a young family. I've worked in financial services for over 13 years and have attained the status of Chartered Financial Planner. Outside of work you'll find me running around a football pitch or spending time with my family and friends.