Early in my career I learnt and developed a firm understanding and belief that:
- the more successful an individual or organisation is, the greater the need for advice and services I offer,
- the less likely it is that they will have made the time to address their key financial planning issues;
- that until a trusted adviser is found to provide 1:1 tailored and ongoing financial advice, no significant structured financial planning will be completed. More likely an adhoc approach, lacking any cohesive structure or strategy, resulting in financial consequences suffered as upshot of no reviews and conflicting advice.
These facts have been proven time and again and have been my motivation, driven business growth and developed new client introductions for the last 24 years in the financial services industry. All these beliefs have helped shape BUTLER Capital into the firm it is today.
As a Senior Partner with BUTLER Capital LLP, we run and develop a client portfolio which focuses on a very personal service that makes our proposition different and valued. These beliefs are still held strong and integral to the service we provide at BUTLER Capital. Predominantly we deal with a range of private clients, from wealthy individuals, SME owners, shareholders, trustees, and directors of their organisations. Our approach is offering a 1:1 high quality creative personalised approach to financial management. More often this means developing a long-term close relationship, advising in all areas with regular reviews, and importantly at key life moments when client circumstances change, for example during career moves, inheritance’s, business exit’s etc.
I am fully qualified member of The Chartered Insurance Institute (CII) to give advice on all key areas of financial planning. I also continue to study advanced CII qualifications to ensure the best possible quality of service to my clients.
Personally I am a very keen sportsman particularly cricket for MCC and Southport & Birkdale CC. I also ski every year as often as I can, usually in Austria’s Alberg. I also play Golf at Formby GC. So some would say now the cricket duties have wound down, I’m either lost somewhere on a snowy mountain, or somewhere on a sandy patch of links by Fishermans path…. Looking for my ball!?!
Family life is also busy with activities and holidays. I have three children, Tom (19), Annabel (17), and Charlie (12).