Following University I worked in several non-client facing administrative jobs but always yearned for a role with more freedom and client interaction. I noticed an advertisement to became a financial consultant with Prudential and following a lengthy interview process I joined their intensive twelve week academy training programme back in December 1996 and I have not looked back since.

After Prudential I joined HSBC where I enjoyed two successful spells working predominantly as an Independent Financial Adviser before forming my own company, Shields Wealth Management Ltd in October 2013 as I felt that this was the best way of meeting my client’s needs and providing a professional independent financial advice service.

Vision Independent Financial Planning Ltd were responsible for my authorisation with the Financial Conduct Authority (FCA). Whilst I was happy with Vision I believed that the needs of my clients and my business would be better served in future under a new independent company, Shields Wealth Planning Ltd which is directly authorised and regulated by the FCA.

I have vast experience in providing advice across all areas including investment, retirement, and estate planning to both UK Resident / UK Domiciled clients as well as UK Resident / Non UK Domiciled clients.

Outside of work, I am married to Bal and we have two young boys, Aaron and Ashden. We enjoy spending quality family time together including cycling, swimming and regular trips to their favourite holiday destination, Centre Parcs.

I am a keen sportsman and enjoy playing golf at my home golf club, Moor Park in Hertfordshire. I have a current active playing handicap of 3 and enjoy playing both socially and competitively when I get the chance.