Patrick has worked in financial services for over 30 years. The majority of his time has been spent as a Broker Consultant and as a Sales Manager for Global Life Assurance Organisation, where he focused on developing relationships that add value. He has broad financial services experience.
Patrick is happy to provide support into understanding how tax efficient strategies can be delivered as part of a client proposition and is willing to attend client and professional meetings to support this process.
Patrick loves all sports, particularly golf, cricket and football and is a keen Cambridge United Fan (and there are not many of those around!).