As a Certified Financial Planner with over 20 years’ experience in the Financial Services industry, Wayne’s strengths lie in identifying client needs and formulating a strategy by which to achieve client goals, through tailored financial planning.

He is passionate about creating long standing client relationships, in order to focus exclusively around establishing positive client outcomes.

Being charismatic and personable, he is exceptionally adept at engaging with a diverse range of clientele to deliver all areas of financial need. His expertise extends to general financial planning, such as Investment and Pension Advice. As well as specialist areas such as Inheritance Tax Planning, Retirement Planning and Business Protection.

In support of his vast experience and personal qualities, Wayne has a solid academic grounding, having graduated from University in Sheffield with a degree in Financial Studies.

Prior to joining Kingswood, Wayne worked most recently at Quilter and spent the majority of his financial advisory career at Lloyds Bank.

Outside of work, Wayne tends to spend most of his time ferrying his daughter between either Netball Training, Matches or Tournaments and not making enough time to keep himself fit.

Please feel free to contact Wayne on M: 07458023151