Director and Independent Financial Adviser
I left Manchester University with a degree in Economics and went in to the Graduate Programme with Royal Insurance but realised shortly after that I was basically unemployable! My destiny lay in the family business. I joined the Company in April 1988 at precisely the same moment as investment businesses became regulated for the first time under the Financial Services Act.
My working life stretches back to the1987 and 1989 Stock Market crashes, ERM exit in 1992, the dotcom bubble in 2000, the Global Financial Crisis in 2008, Brexit in 2016, Covid 2020 and through to the present day of Trumponomic uncertainty. Those experiences were perhaps more valuable than the professional qualifications I gained along the way.
Although the Company dates back even before 1988, it has adapted and evolved with the World around it. Today, I am now proud to be overseeing a new phase in our development as we expand our team and the focus of the business to ensure that we stay relevant to a new generation of clients.
Financial planning is not an objective science. I will assist you in achieving your own very personal financial goals and aspirations. The formula will always require a holistic approach which would include consideration of every aspect of a clients finances, their personal circumstances, the current legislation, the global macroeconomic and the geopolitical outlook at the time the advice is being given. And to ensure the advice remains relevant, we reconsider all of these issues again regularly.
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HYFi Private Wealth is the trading name of HYFi Private Wealth Ltd Registered in England no: ‘01763054’
Registered Address: HYFi Private Wealth, First Floor, The Barn, Cow Lane, Bushey, WD23 3EL
HYFi Private Wealth Ltd is Authorised and Regulated by the Financial Conduct Authority FCA number: 133473
