At work

Edward acts as a soundboard for ideas and as direct technical support to the financial planners in analysing clients’ existing circumstances, and the research and construction of financial reports.

He also advises and assists the Investment Committee where appropriate on new relevant products, legislation and developments within the industry and the wider economy to ensure we continue offering the best service, with evidence-based solutions.


At home

Edward is a big Aston Villa fan and one day he would love to travel to Europe with the team and see them lift a European trophy!

Spotlight questions

Getting to know

What do you enjoy most about your job?

The wide variety of cases and individual circumstances we come across and the bespoke solution-building process we embark on after client meetings.

Who inspires you and why?

My grandfather. He was a very successful and respected man who raised my father on strict traditional values. I learnt a great deal about hard work, respect and people. I continue to benefit from his life lessons and legacy today.

Tell us something people may be surprised to learn about you…

My grandfather was one of the board of directors of Aston Villa football club in 1979. The club went on to enjoy its greatest period of success in modern times under manager Ron Saunders, winning the Football League title in 1981 and the European Cup in Rotterdam in 1982.

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE