I left a senior management accounting role in British Steel Corporation in 1976 to explore the world of personal finance. In 1978 I was already assisting wealthy clients to establish personal trusts to place a portion of their personal wealth outside their personal (and taxable) estates, enabling them to have funds available which were both private and tax-segregated from their everyday affairs. In 1996, along with three colleagues, I led the establishment of WAY Group as clients advisers to members of the public in need of general investment and financial advice. One key area of advice, generally overlooked by most such advisers, related to estate planning and specifically the use of personal trusts to assist families in handling all aspects of inter-generational inheritance. In the following years this has become the main activity within the WAY Group.

I continue my mission to make clients aware of the incredible benefits of establishing personal trusts managed by highly professional, independent and caring trustees – as an essential part of their financial planning.

Professional Background

Before finding my long term career passion, I had obtained an Engineering Degree from Cardiff University, followed by 3 years articles with Touche Ross, Chartered Accountants. I then spent some years at British Steel where I progressed from management accountant in Tubes Division in Corby, to a senior management role in Head Office.

Personal Touch

I was a teenager in the 1960’s and so became an avid music fan, following Bob Dylan, Van Morrison, the Rolling Stones, Leonard Cohen and very many more. My other interests include writing (very amateur) poetry, crafts of some variety, travel and, of course, family – having been married for 50+ years with 3 generations of offspring to enjoy.