I have been employed with Beals Mortgage & Financial Services since early 2015, making my way from the Sales team where I was the first point of contact for the clients should they need to speak to our advisors, to our Estate planning team, where I specialised in helping clients with their Estate Planning needs (Wills and inheritance tax planning) to more recently gaining my Diploma for Financial Advisers.

As an Estate Planner, I specialised in providing clear, sound and transparent advice and solutions to our clients, whilst ensuring that they were making informed decisions regarding any of their Estate or Power of Attorney needs. Although I no longer offer a Will Writing service, I will continue to take this approach in my future career, looking at the full picture of a client’s needs, and therefore helping safeguard their and their family’s futures.

In my down time I enjoy music and travelling to new places, whilst I am a father to three young children.