Experience

Collegia
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Strategic Adviser

  • Apr 2019 - Present


Shaw Gibbs Financial Services

• Head Of Financial Planning

  • May 2010 - Present

  Providing fee based holistic financial planning to business owners, professionals, academics and high net worth individuals. Shaw Gibbs Financial Services is part of Shaw Gibbs, a top 100 accountancy practice providing expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. Shaw Gibbs invest in teams of high-quality specialists who work with the best-in-breed technology to create value for our clients which exceeds expectation. Providing fee based holistic financial planning to business owners, professionals, academics and high net worth individuals. Shaw Gibbs Financial Services is part of Shaw Gibbs, a top 100 accountancy practice providing expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. Shaw Gibbs invest in teams of high-quality specialists who work with the best-in-breed technology to create value for our clients which exceeds expectation.


Cavanagh Wealth Management
• Financial Services
• 1 - 100 Employee
• Chartered Financial Planner

  • Jun 2006 - Apr 2010

Moorgate House
• United Kingdom
• Financial Planner

  • 2001 - 2005

Fraser Smith
• Leasing Non-residential Real Estate
• Financial Planner

  • 1998 - 2000

Lincoln Group
• Public Relations and Communications Services
• 1 - 100 Employee
• Training Manager - Professional Development

  • 1991 - 1998