Wes supports us with all technical and regulatory advice. As both a practicing Chartered Financial Planner, Fellow of the PFS and regulatory consultant, with a background as a former Group Compliance Director, he is uniquely placed to be able to see all aspects of the financial planning offering to clients. He has over 20 years’ experience in senior management within the Financial Planning space and is a passionate advocate of and published writer on, Cashflow Planning.
For all that seriousness Wes is also a bit of a softy at heart and outside of work enjoys walking with his long-term partner Chloe and doting on his Black Labrador Otis. He can also be found (responsibly) zooming around his locale in his supercharged Westfield, kayaking in Plymouth Sound or following his beloved Formula One.
Wes is genuinely an integral part of the team, a big personality whom we look to for solid and dependable clarity on all advice requirements. He is also a bit of a wordsmith and I often marvel at the extent of his lexicon – one of his favourite words is “kakistocracy” and no, I didn’t know what it meant either!