Advising clients since: 1984
Qualifications: Institute of Financial Services level 4 Diploma for Financial Advisors
Areas of expertise: Business and personal protection
Patrick joined the industry in 1984 and has a wealth of experience in dealing with a wide variety of different clients and situations. Patrick’s client service standards are legendary and he is truly a relationship specialist. In a world of 'smoke and mirrors', he is known to be a straight talker and will deliver exactly what he promises.
One of his main areas of expertise is motivating income rich-time poor clients to do the planning that they know they should but haven’t yet done so. He is particularly adept at advising on matters relating to insurance and risk management and has fought successfully for clients on several occasions for claims to be upheld which have had literally life changing consequences.
Patrick is keen golfer and skier, an avid rock music enthusiast, even being listed as a contributor in the latest ZZ Top album, and an enthusiastic wildlife photographer.
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