Call 01707 872 000 or complete the contact form below and I will be in touch.
I started my financial services career after graduating with two degrees from the prestigious University of Dundee in 2005. As a graduate, I was recruited in 2006 by USA Stock Brokerage and Financial advisery group Edward Jones where I had my world renowned training in Canary Wharf London, recognised in the USA for their outstanding business training.
Over the last 11 years, I have delivered to all my clients the solution that best meets their needs using a number of simple principles: Discretion, competence, delivery of service and a duty of care for every client. I really enjoy making a difference to each and every client I work with, which is why clients find me very sociable and friendly to work with due to my optimism.
When not working, there is nothing more important than spending time with my family, making sure they have everything they need from me. I also enjoy keeping fit, playing football, kick boxing and when I have some spare time going to the gym. I also enjoy spending time with friends going out for dinner and having dinner parties.
I hold the Chartered Insurance Institute's (CII's) Diploma in Financial Planning, and my specialist areas are retirement, investment and Inheritance tax planning. I have recently been working on becoming a Chartered Financial Planner, which I expect to complete shortly.
Complete our quick enquiry form or call our advisers on 01707 872 000.
Really helpful... I was reassured that I was being listened to and my whole life situation​ was taken into consideration to achieve the best product for me.
Mr T
Heron Tower
110 Bishopsgate
London
EC2N 4AY
Very prompt action, professional, very good communication. I would recommend the service to friends and acquaintances.
Mr H, Trusted Customer
Thomas Oliver UK LLP Tudor Lodge Burton Lane Goffs Oak Hertfordshire EN7 6SY
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