I joined Gordon Dadds in 2015 having previously worked at organisations including Baker Tilly Financial Services, Smith and Williamson and Hymans Robertson. I have over 25 years of experience in the independent financial advisory sector, and have particular expertise in corporate and individual pensions, as well as in medium to long term financial planning. I also act as an adviser for Culver for wealthy clients.
Outside of work I enjoy visits to motor races(UK & overseas), photography, touring Europe, reading, and Italian cars.
What are you most passionate about (professionally)?
Helping to make pensions more understandable and attractive to clients, as well as encouraging employers to commit to financial education in the workplace.
What is your career highlight?
Negotiating at board level to secure the planning, implementation and servicing of pension and employee benefit programmes for a major corporate company, which grew from 500 to 2500 employees over seven years.
Baker Tilly Financial Services
Smith & Williamson
Diploma in Financial Planning – Dip PFS
Cii Advanced Pensions – AF3
Cii Certificate – Group Risk GR1
Cii Certificate – Health Insurance IF7
PMI Certificate – Pension Trustee Knowledge
Member of PMI South West an affiliate (Pensions Management Institute), Business Showcase South West