A Bit About Us - Independant Financial Advice
Take a look around our site and drop us a line if you’d like to have a chat about how I may be able to help.
Working alongside LJ Financial Planning Limited, we build long term relationships with our clients. In the UK there are only a small number of financial adviser firms who have been awarded the prestigious ‘Chartered Financial Planning Status’, LJ Financial Planning is one of them. We are independent, our only tie-in is our loyalty to our clients.
I started advising clients back in 1998. I believe that testament to what is I do is the fact that 80% of new clients come from referrals from existing clients. I actively encourage clients to contact me at with any query they may have, my role is to provide advice, support and financial peace of mind.
I’ve been married to Mandy for 21 years and we have two children, Jake 18 and Lucie 16. When I’m not being ‘dad’s taxi’ I keep fit by playing football, squash, swimming and cycling and this year I’m taking part in a sponsored bike ride for Alder Hay Children’s Hospital, it’s from Holyhead to Cardiff. I also enjoy reading and am a Governor for Meols Cop High School in Southport.