I am an Independent Financial Adviser who specialises in investment and retirement planning. Prior to setting up Prospect Tree I spent several years working as an adviser for several large UK financial Institutions including NatWest, Halifax and Aviva.
In 2009 I saw the light and started Prospect Tree with Dean Barham, our aim was to provide truly independent advice in plain language with transparent costs.
My previous role at NatWest saw me mainly advising small businesses and I am as comfortable advising the Directors of a company as I am individuals. With all the recent pension changes such as Auto Enrolment and people having more pension freedoms we are busier than ever.
Outside of work I am married to Philippa and am interested in various different sports, up until the recent arrival of our second daughter I was a regular golfer.
Independent Financial Adviser (IFA) and Co-Founder.
THE PENSIONS REGULATOR IS THE STATUTORY REGULATOR OF WORK BASED PENSIONS
AUTOENROLMENT IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
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The information provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK.
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Prospect Tree Financial Services Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. Prospect Tree Financial Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 500317.Prospect Tree Financial Services Ltd is Registered in England and Wales under reference 06755965.
Registered address : 10 Chestnut Ave, West Wickham, Kent, BR4 9ES