It's 40 years since I became involved in the financial planning world and that was by accident. Whilst attempting to put an electronic typewriter on trial at the offices of Canada life in Maidstone, they offered me a job. 40 years later I’m still here with no intention of retiring. The job I do is too important.

What is that job? What do I do you may ask? The simple answer is to guide people using deep questioning, sometimes supported by lifetime cash flow modelling software, to a situation where they have enough money when they need the money the most. Those needs are based on individual circumstances. Some are predictable, many are surprises. It’s solving the perennial question ‘what happens to you financially if….? It's not always subject matter that people wish to address, and I see it as my role to encourage them to address it. Living on purpose and with purpose to extract the most out of our short tenure on this earth demands proper planning. That is what I facilitate with imaginative clients who are on or willing to come on the same wavelength.