I take a values and evidence-based approach to wealth planning which consistently seeks to make a profound difference to the lives of our clients
I am passionate about helping business owners plan for their retirement, the succession of their business, and help pass their wealth on to their family. For this reason, I, along with Tony and Kevin, founded Pacem Glover to provide our clients with a combined Accountancy and Wealth Planning Service.
Having initially entered the profession in 2009 with a local Financial Advisory Firm, I progressed from Trainee Financial Planner to Director within 6 years.
The main focus of my role with Pacem Glover is delivering wealth planning services to our clients while at the same time developing and implementing the firm’s medium to long-term growth strategies.
I am proud to lead a team of talented wealth planning specialists who share a ‘client first’ mind-set. As the chair of our investment committee, I oversee the research and management of the ‘Evidence Based Portfolios’, created by our in-house investment team.