What we do
We aim to provide a friendly, independent and affordable source of investment training for everyone. Our service is fee based so that we can remain independent. We may show advertising on our site but only if this does not affect our independence.
In order to provide the best possible service we will and try and respond to your questions and feedback to keep our content relevant, so please do get in touch or schedule a free call - it's really easy, we use Acuity Scheduling, just click on this link to find a time that works for both of us.
Our focus is primarily for those in the UK, but if people elsewhere find the site useful they are welcome to subscribe.
What we do not do
We do not provide investment advice for individuals. We are not financial advisers, so if you have specific questions tailored to your circumstances you should contact an independent financial adviser.
Who we are
I worked in investment banking from 2001 to 2016. Before becoming a strategist I spent two years teaching finance in an investment bank, which I loved, and this helped me to learn how to explain finance in a non-mathematical way. I have written two books about finance and investment: “A Financial Bestiary” which is meant for professional investors (fund managers and investment bank employees) and "Invest in Fear" which explains how to buy and sell volatility using exchange traded products.
I was born and grew up in Worcester where I attended King’s School, did a Physics degree and doctorate at Imperial College in London then postdoc research in neural network models of language acquisition in the Experimental Psychology Department at Oxford University.
I live in Amersham in Buckinghamshire. In the few hours when I’m not working on PensionCraft, I enjoy astronomy and gardening.
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I started out my career primarily working for information technology companies as an analyst, trainer and marketer. In 2002 I moved into the government sector where I undertook a number of major transformational projects and managed large service areas including youth and adult education.
In 2018 I became an independent consultant and shortly after I was asked by PensionCraft to undertake some work for them. I was so inspired by the value and quality of what PensionCraft had to offer I decided to stay on and become a partner.