Having joined EQ in 2015, I’ve worked with a wide range of clients to help them feel confident and in control of their finances. I’m a Chartered Financial Planner and lead one of EQ’s Financial Planning teams. I hold Chartered status through the CII and also hold the Investment Management Certificate. I specialise in inter-generational planning - helping families bring their goals together and build a clear understanding of their financial future. I’m a big believer in making sure people understand their finances and feel comfortable with how their money is invested. I’ve been at EQ for over a decade now, and I wouldn’t still be here if I didn’t enjoy it. The culture has always been supportive, encouraging everyone to work hard, develop, and keep learning. Outside of work, I enjoy travelling and skiing, and I’ve completed a few marathons and the Wales Ironman. These days though, most of my time is happily spent with my wife, two young children and our slightly nervous Cavalier Spaniel.