More about me
Our Director and Senior Financial Planner, Huw, is a Chartered Financial Planner, Certified Financial Planning professional (CFP™), a Fellow of the Personal Finance Society and a Chartered Wealth Manager. He is a business coach, money coach and Registered Life Planner (RLP®).
Before qualifying as a financial adviser in 2001, Huw’s degree in Natural Sciences from the University of Cambridge led him to Reading School teaching maths. With a sharp eye for detail, fantastic analytical skills plus a love of problem-solving and numbers, Huw felt drawn to the financial services profession.
What do you enjoy most about your job?
I enjoy helping people to plan their best retirement journey, understand their money and make some really big decisions.
The thrill of seeing clients retire on their terms and enjoy an amazing retirement gets me out of bed. There’s no better feeling.
If you could give one single piece of advice to someone approaching financial planning for the first time, what would it be?
Although you do not know your future self, do something today that they will thank you for.
When you’re not at work, where are we most likely to find you?
I’m usually in a field, with either my cocker spaniel, Milo, chasing a tennis ball or with the young men of Cirencester RFC Colts chasing a rugby ball.
What one thing can you not get through your day without?
Getting outside first thing in the morning.
Tell us something people might be surprised to know about you…
I’m a failed physicist and still read and watch as much as I can about quantum theory and cosmology. It fascinates me.