Get to know Brian
Brian is a qualified solicitor (non-practising) and holds the Advanced Financial Planning Qualification (Level 6), with a background in financial services compliance prior to working as a Financial Planner since 2009.
He works with a mix of individual and trust clients, helping them realise their financial plans. He focuses on his clients’ objectives, setting out the pros and cons of different options so they can make informed decisions about achieving their goals.
The changes brought about by successive governments in recent years have re-emphasised the need to keep plans under review and adapt where necessary. One of the aspects Brian enjoys most about his role is the ongoing relationships he builds with clients, working alongside them to see their plans through over many years.
Brian is married with two grown-up children. A perfect weekend for him involves playing tennis, watching football or rugby, and enjoying a meal with friends or family.
The Financial Conduct Authority does not regulate advice on trusts.
In the spotlight
Hawksmoor
Chartered Financial Planner
Member of Personal Finance Society
Qualifications