I am a Chartered Financial Planner and Director at Kirby & Knott Financial Planning Ltd. I have been in Financial Services for 12 years across a range of roles for large corporate organisations. I am passionate about the importance of good advice and place a strong emphasis on forming long-term relationships. I ensure that I provide a personal financial plan in a clear, simple and straightforward way.
Outside of work, I am married, with four children, which keeps me very busy. I am also known to play the odd round of golf at the weekend, usually outplaying Rich to ensure he pays for the drinks at the end of the round.
I am a Chartered Financial Planner and Director at Kirby & Knott Financial Planning Ltd.
I believe in putting my clients at the centre of everything I do and am passionate about using my professional expertise to help them achieve their long-term aspirations. I recognise client circumstances are constantly evolving, so therefore strive to maintain a long-term relationship to ensure that the solutions you choose are regularly reviewed, remain appropriate and up-to-date.
Away from work, I spend a lot of time with my wife Catherine and my son Henry, who has recently started school. I occasionally enjoy watching Aston Villa and thoroughly enjoy giving Alex golf lessons most Saturdays.
I have worked in client facing roles for most of my working life and I have spent 12 of those years in a banking background for a major high street bank. I have a true passion for ensuring all clients are treated with the highest level of care and diligence. I pride myself in paying close attention to detail and delivering accurate work within timescales.
As a fully qualified Mortgage Adviser, my role is to deliver excellent mortgage lending advice to our clients. I really enjoy helping clients to navigate the complexity of the mortgage market, making it simple, clear and easy to understand.
I’ve worked in customer service roles throughout my whole career. Ensuring that our clients are provided with a friendly and professional service from start to finish is of the utmost importance to me and I fundamentally believe in putting clients at the heart of our business.
My role is to ensure that our client and third-party provider queries are dealt with efficiently and effectively. I also manage client applications as well as supporting the directors with product research and organising client events.
I am a central point of contact in the office for our clients, should Alex or Richard not be available as well as managing their professional diaries.