I’m married to Cerys since 2005. We have 3 children, Ava, Lucas and Ben. They are all under 3 years old!
I’ve been immersed in financial services my whole life. Even during my time at university I was busy studying for financial services qualifications. I left Aberystwyth University with a First Class Honours degree in Mathematics, a Masters degree in Complex Fluids and a PhD in Applied Mathematics, but always knew that I would like to return to the Financial Services industry where I could help people achieve their financial goals.
What I do
My aim is to help people organise their finances to achieve their goals. This involves identifying your values, needs and objectives and creating a plan to achieve them. Most importantly – the plan requires implementation.
Most people won’t get around to doing this on their own.
Even if they do they only have their own expertise to rely on when making their decisions. At iPlanning we have a skilled team of advisers with over 50 years combined experience in financial services.
We are confident that we can help you. If you would like an initial consultation at our expense then Contact Me by email or using the form below.
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