I’m originally from Derbyshire, went to university in Bristol and gained the majority of my professional experience with a FTSE 100 firm in the same city.

I qualified as a Chartered Financial Planner back in 2012 and moved to Warwickshire to deliver personal financial advice to clients locally.

As a specialist pension adviser working for a big company, I learned how to analyse and model complex financial affairs but felt there was too much conflict working for an asset manager. Their end goal is the accumulation of assets whereas I want to help clients enjoy their money and keep more of it for themselves.

The same issues prevail today; many companies are more interested in your money than you as a person. Additionally, I consider that fees remains too high relative to the solutions being put forward.
Whilst some sophisticated solutions may have a place, I believe that where they’re used they must pay more to the client than they cost.

My experience, expertise and continuing professional development enable me to cut through the noise and put together a clear strategy for my clients so that they may live confidently, knowing that all outcomes are covered.

I currently live in Rugby with my wife, daughter and son. Most weekends are spent with my family, cooking, outdoor pursuits, reading and following my daughters football team.

I keep active by cycling, walking and playing league badminton; I’m also a committee member for the badminton club I represent.

My qualifications are well beyond the norm for most advisors. This reflects both my ongoing desire to keep learning and my intention to deliver the best outcomes for the clients I serve.

I worked for a large building society early on in my career and enjoyed success in a number of managerial roles, eventually discovering that I really enjoyed being a Financial Planner as I love working with people to help solve their problems.

A move to a FTSE 100 financial firm followed which gave me a bigger platform and a greater capability to do the job – it also enabled me to push on and achieve Chartered Financial Planner status.

The accumulation of knowledge eventually led to wisdom; I came to realise that the approach of large financial companies is very often to deliver a commoditised service, quickly and often impersonally.

This approach might feel good in terms of things being done but too often we see the wrong thing being implemented. To do the job well requires the ability to be objective, to spend time with people and to pay attention to the detail.

This led to Jon-Paul and I forming Cygnus; we’re well qualified and well connected to be able to do the job to a very high standard. Deliberately small and personal, Cygnus allows me to work only for my clients and deliver the best outcomes for them.

I’m presently based in Norfolk with my wife and two sons. I help run my son’s football team which keeps me busy and keeping fit by taking coastal walks with my family.

I’m originally from Derbyshire, went to university in Bristol and gained the majority of my professional experience with a FTSE 100 firm in the same city.

I qualified as a Chartered Financial Planner back in 2012 and moved to Warwickshire to deliver personal financial advice to clients locally.

As a specialist pension adviser working for a big company, I learned how to analyse and model complex financial affairs but felt there was too much conflict working for an asset manager. Their end goal is the accumulation of assets whereas I want to help clients enjoy their money and keep more of it for themselves.

The same issues prevail today; many companies are more interested in your money than you as a person. Additionally, I consider that fees remains too high relative to the solutions being put forward.

Whilst some sophisticated solutions may have a place, I believe that where they’re used they must pay more to the client than they cost.

My experience, expertise and continuing professional development enable me to cut through the noise and put together a clear strategy for my clients so that they may live confidently, knowing that all outcomes are covered.

I currently live in Rugby with my wife, daughter and son. Most weekends are spent with my family, cooking, outdoor pursuits, reading and following my daughters football team.

I keep active by cycling, walking and playing league badminton; I’m also a committee member for the badminton club I represent.

My qualifications are well beyond the norm for most advisors. This reflects both my ongoing desire to keep learning and my intention to deliver the best outcomes for the clients I serve.

I worked for a large building society early on in my career and enjoyed success in a number of managerial roles, eventually discovering that I really enjoyed being a Financial Planner as I love working with people to help solve their problems.

A move to a FTSE 100 financial firm followed which gave me a bigger platform and a greater capability to do the job – it also enabled me to push on and achieve Chartered Financial Planner status.

The accumulation of knowledge eventually led to wisdom; I came to realise that the approach of large financial companies is very often to deliver a commoditised service, quickly and often impersonally.

This approach might feel good in terms of things being done but too often we see the wrong thing being implemented. To do the job well requires the ability to be objective, to spend time with people and to pay attention to the detail.

This led to Jon-Paul and I forming Cygnus; we’re well qualified and well connected to be able to do the job to a very high standard. Deliberately small and personal, Cygnus allows me to work only for my clients and deliver the best outcomes for them.

I’m presently based in Norfolk with my wife and two sons. I help run my son’s football team which keeps me busy and keeping fit by taking coastal walks with my family.