I am experienced in most areas of mortgage and protection business however, I see significant future growth in the Later Life Lending market and business protection. Therefore, since joining Charles Derby, I have been specialising these growth areas with an ever expanding client bank.

I have worked in the Financial Services sector for over 30 years, starting as an Actuarial Clerk with Pearl Assurance, then going on to support the Sales Force in a Technical Advisory role with investments & pensions. The last 18 years have, predominantly, been as a Contractor on various investments & pensions projects with all of the big four consulting firms.

In 2007/08, I worked as a Market and Protection Adviser with a firm of IFA and loved it, especially the interaction with clients and knew I’d always come back to it. I met various networks, however after meeting Roger, discussing the CDMB proposal and carrying out due diligence, they stood out a mile.

Personal

I am married to Linda with daughters Hollie and Emily, we have a moggy called Frank and a dachshund called Arthur. I played football for 25 years, also occasionally dabbled at rugby and cricket but keep fit nowadays with golf and badminton. I am passionate about most sport, especially when England are playing.

Qualifications

I have Financial Planning Certificates 1 – 3, CeMap, Equity Release and am qualified to Chartered Insurance Institute Level 4 Diploma, including R07 (Advanced Mortgage advice).