Wes is passionate about creating comprehensive financial plans for clients which enable them to achieve their life goals and objectives and to enjoy their wealth whilst planning to ensure that they never run out of funds. He particularly enjoys helping clients with complex financial planning needs and holds further qualifications in all specialist areas of financial planning.
Wes has over 20 years’ experience in financial services. He had a long and distinguished career in Compliance and served on Succession’s board as the Group’s Compliance Director at the age of 38 before deciding on a career change and becoming a financial planner in 2017. He was one of the country’s youngest Chartered Financial Planners when he achieved this status in 2010 and has since progressed to qualify as an investment fund manager. He is also a Fellow of the Personal Finance Society.
When not working for clients, Wes enjoys music (he is an accomplished pianist), kayaking, sailing (having sailed across the Atlantic) and cycling. He also enjoys helping others and has begun working with a charity that enables visually impaired people to learn and improve their sailing skills.