Location: Lancaster Office
Qualification: Diploma in Financial Planning (Dip PFS)
Curtis can help you with…
Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
He particularly specialises in independent financial advice for professional sports people. His passion in this area is born out his career as a professional footballer having spent eight years at Manchester City Football Club and representing England at several youth levels.
He enjoys interacting with a trusted team of professionals to assist clients in all areas to meet their personal and professional needs.
Curtis particularly likes meeting different clients and building financial plans that are unique to their goals. He also enjoys educating clients on different areas in finance along with introducing products some clients may have never come across before.
Outside of work…
Curtis enjoys playing golf a couple times a week, and is a big reader and podcast listener. Subjects are always Finance, Business and Psychology as these topics interest him the most.
He goes to the gym most mornings but isn’t sure if this is classed as a hobby!
“I recently spoke with Curtis to look into making the most of my investments, pension and wider financial situation.
I would highly recommend Curtis to any other sports people who want to make the most of their finances and get access to products and investments you may not be aware of otherwise.”
— Jack Wakely, Wycombe Wanderers FC