Independent Financial Adviser
Howard is an experienced financial adviser who specialises in working with business owners, trustees and solicitors to achieve a range of financial goals.
His clients include current and former business owners, beneficiaries of clinical and personal injury settlements, and professional and lay trustees. Financial planning for business owners and trustees can be incredibly complex, but these are areas where in-depth knowledge and experience can pay huge dividends. Howard particularly enjoys helping clients make sense of their situation and working with them to develop a clear plan for the future.
Howard’s financial services career started in 2008, when he joined Edward Jones as a stockbroker and financial adviser. He went on to develop his knowledge of discretionary investment management with Towry Law, which included working with lottery winners, and gained membership of the Chartered Institute for Securities and Investments, alongside that of the Chartered Insurance Institute.