Brian is the founder and the Managing Director of the Practice. He is a highly experienced Financial Planner and splits his time between meeting clients and using his skills and knowledge to mentor the team. He says that turning clients’ dreams into reality is his passion and is central to the values of the Practice.
Using a football analogy, Brian’s ethos is that we are very much a team, on and off the pitch. We therefore, work hard together to ensure that our clients receive the service they deserve; as well as enjoying time outside of the office, taking part in social and teamworking activities, where we all let our hair down a little!
Brian loves spending time with his family and is also a keen sportsman, he is the Chairman of Leek Cricket Club, a keen golfer and an avid Stoke City supporter.