As Chief Executive Officer, I have overall responsibility for the strategic direction of the Brunel Group. I drive our companies to embrace challenge, constantly innovate and stay true to our values. I am determined to deliver the best financial planning service to our clients.
My career in financial services started in 1997, with Standard Life. I went on to become a Director at Broadoak Group (taken over by Chartwell), and then Close Brothers, before founding Brunel Capital Partners in 2011.
I work with a broad range of clients and specialise in lifestyle financial planning for small business owners.
Through the Financial Planning Training Academy, I coach other financial advisers and planners to help them get better at what they do. I also coach at my local rugby club, Gordano, as well as Bristol Bears Academy, and support my own three very active boys.
In the summer, you will find us in Cornwall in our VW campervan driving around looking for the surf.Back to Our Team