Brian is a Principal Partner and Independent Financial Adviser who has worked in financial services for over 25 years.
He provides holistic financial planning service for his clients, both personal and corporate. Currently, there is an ever-growing focus on financial freedom in retirement and achieving both personal and family goals, and objectives, through savings. Because of this Brian has found himself specialising in helping clients achieve this through careful longer-term planning with investments and pensions, while utilising all tax breaks available to them.
Away from the office
Brian is married to Sarah and they have two children who keep them extremely busy. Although living in Westerham, Brian counts himself lucky that his office is so near to home.
Brian is an enthusiastic sportsman. In his spare time, he likes running, cycling and playing racket ball and golf. Over the last few years he has also taken part in several triathlons. For his sins, he is also a Spurs season ticket holder.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Brian’s entry on the FCA Register by clicking here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Brian’s SPS on request.
Sport; especially football, racket ball and golf
The Bourne films
The occasional drink; preferably beer
Waiting for anything
The weather forecast