Areas of expertise
I became a Trainee financial adviser back in 1987 with Allied Dunbar where I spent 7 years before buying my first IFA practice in 1994.
I have been an Independent Financial Planner ever since and have helped thousands of people achieve their financial goals over the years. As one of the leading hands at Omega Wealth & Finance, I have helped build and develop the business into becoming a prominent independent firm in the North of England.
These days I tend to specialise in arranging and managing investments, helping clients to build their ‘pot’ for retirement and choosing the best options for their circumstances when they decide to retire. I do still deal with the industry staples of Life Insurance, Critical Illness cover and Income Protection and via my qualified colleagues, we can help you with: mortgages, re-mortgages, buy to let loans and lifetime loans (Equity Release).
Outside of the office, I enjoy travelling, cars, restoring vintage hi-fi equipment and playing music. I also enjoy various sports, including: Football, Rugby League & F1 – indeed, I have been fortunate to have attended a few Grand Prix races around the world.
Financial Qualifications & Expertise
Qualifications & Awards:
Financial advice is about so much more than money. To me it’s about helping my clients achieve the future they want for themselves and their families. Helping you realise financial security and put your hard-earned money to work is what drives me as a Sandringham Partner.
During my time as a financial adviser, I’m proud to have helped people from all walks of life. A common misconception is that advice is reserved for the wealthy, but you don’t have to have millions in the bank to benefit. I’ve helped people from diverse backgrounds and professions reach their goals. It’s a big part of why I love what I do.
Whether you’re just getting started or a seasoned investor – financial advice could help you get more from your money. I start by understanding your needs and financial ambitions – this might be working towards a particular goal, or helping loved ones down the line.
It’s important we consider things like your ability to make regular payments, any one-off investments you could make, your level of comfort regarding market volatility and risk and how long you’re looking to invest for. I can then recommend the investment products that I believe best match your aims and expectations.
Have you considered what you want your retirement to look like? Most people accept that it’s generally a good idea to save into a pension. But will it give you enough to live the life you want in retirement? The earlier you lay the groundwork, the better. Effective retirement planning could mean you’re financially better off and have more time to spend on the things you love.
It’s never too late to put plans in place or discuss your options. I can look at your situation and recommend which steps to take, based on where you are in life, to help make your income last in retirement.
We can’t predict what life has in store for us, for better or worse. But we can prepare ourselves. If you become unwell and can’t work, you may not be able to pay your bills and your family could be left in financial difficulty. I can help you create a protection plan that might include income protection, life cover and critical illness cover. Knowing you’ve taken out financial protection to take care of things could mean one less worry for you and your loved ones.
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Suite 15
The Media Centre
7 Northumberland Street
Huddersfield
HD1 1RL
Sandringham Financial Partners Ltd (‘Sandringham’) is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: Suite 15, The Media Centre, 7 Northumberland Street, Huddersfield, HD1 1RL. Registered in England and Wales No: 08022795. VAT Registered: 235 3237 81. Sandringham Financial Partners Ltd is a wholly owned subsidiary of M&G plc (Registered Number 11444019).
