Managing Director

• Jan 2019 - Present

Operations Director & Independent Financial Adviser

• Jun 2009 - Present

Providing expert advice on products from the whole of the market. Providing mortgages and insurance products and also specializing in occupational and final salary pension scheme transfers. Work closely with other IFA's and process complex pension cases on their behalf.

Advisory Consultant

• Aug 2021 - Mar 2023

Providing advice and guidance to the Advisory Propositions team at FE Fundinfo. Helping with the ongoing integration of the CashCalc and FE Analytics products. Providing advice and guidance to the Advisory Propositions team at FE Fundinfo. Helping with the ongoing integration of the CashCalc and FE Analytics products.

Financial Planning Consultant

• May 2014 - Mar 2023

Providing financial input to the creative team at CashCalc to assist with the construction of a suite of financial calculators aimed to assist financial advisers and institutions. Along with the Niche team we have created a suite of simple and attractive financial calculators including our flagship cash flow modelling tool. Providing financial input to the creative team at CashCalc to assist with the construction of a suite of financial calculators aimed to assist financial advisers and institutions. Along with the Niche team we have created a suite of simple and attractive financial calculators including our flagship cash flow modelling tool.

Director

• Jun 2014 - Jan 2018

We believe that in the new professional era, technology is the fastest and most effective way of networking with your peers. Cardiff is a bright and up and coming business centre with many promising young professionals who will shape the future of business in the capital of Wales for many years to come. We thought it was about time we started a CYP as Cardiff seems to be crying out for it! Whilst there are formal networking and social events throughout the capital, there is nothing aimed at the younger/junior professionals. Our aim is to :- Raise the profile of business locally, Network on an informal basis, to form good relationships with local professionals To provide an excuse for Cardiff's "young" professionals to meet up socially once a month and occassional formal events. We are looking to attract the junior members of local business's, young entrepreneurs and anyone looking to network to expand their profile

Fountain Pen Specialist

• Jun 2009 - Jan 2012

Pelikan Luxury fountain pens. Pelikan Luxury fountain pens.