I believe in life not being a rehearsal. I was a mechanical engineer for 10 years, and it just wasn’t for me. I was always good with math and people, so I turned to financial advising in 1993. I worked for four companies until 2003, when I set up my own business. I ran a successful IFA practice dealing with business owners when I was invited to join St. James's Place in 2011. In 2020, I merged with Karen to form Bushell Holt Wealth Management. I have built my knowledge of working with SME's, and I realised that I could answer the following questions:

• "How much do I need to earn, save, or sell my business for to give what I want out of life?"
• "When, precisely, can I afford to stop doing the things that have become a drag and start doing the things I really enjoy?"
• What steps do I need to take to ensure my family are financially secure, no matter what happens?

And possibly the biggest question of all...

"How much is enough?"

I didn’t and don't want to be the same as everyone else. As an adviser, I want you to feel that with me working alongside you, you are going to get to your destination.

The biggest issue for business owners is: how do I escape my business at the right time for the most money I can? Unlike most financial Advisers, I haven't forgotten that my main aim is to deliver financial independence, financial security, and total peace of mind.

I, along with Karen, hold the highest qualification in the financial sector, being a Fellow of the CII. Qualifications are personally very important to me, as I feel it’s a constant drive to improve what we do for our clients.