Managing Director and Financial Planner
I am one of the four Founders of Brunel Capital Partners in 2011. I work with a broad range of clients and specialise in lifestyle financial planning for small business owners. I am passionate about work and love to see clients achieve their goals and dreams through comprehensive financial planning. As Managing Director, I have overall responsibility for the strategic direction of the business.
Those of us who were involved in creating Brunel had all experienced takeovers, which saw us moving from small businesses to large ones. This reduced our ability to put clients at the centre of everything we do. Now we can put our clients’ needs ahead of everything else with confidence that everything else will follow.
I started my career at Standard Life in 1997. I was then a Director at Broadoak Group which was acquired by Chartwell in 2007 and then Close Brothers in 2010 where I stayed until 2011.
I am married to Clare and have three boys, Isaac, Jacob and Noah, My time outside work is generally dominated by sport, be it watching the boys or coaching rugby at Bristol and Gordano. I am also a very keen cyclist and like to keep fit at the gym. My favourite places are Cornwall and Ibiza.