I regard Estate Planning as my 3rd Age Career! My first was in the Licensed Trade running groups of pubs, bars and restaurants. Running the Firkin chain in London was particularly fun! That mid life crisis saw me move back to Bath to set up Mail Boxes Etc Bath, a business support centre, which I ran for 17 years.I sold that in Jan 2018 and was looking for something with a greater sense of purpose. I have found it as a Consultant with Honey Legal.
I am 27 years married to Carol. We have no kids and no pets but do have a raft of god-children, guardianships, nephews and nieces. The body gave up rugby some years ago so I now do triathlons slowly to keep fit. My passion for fly fishing, and chasing sea trout at night in particular, has led to broader environmental concerns that affect us all today. I like to cook, have a share in a vineyard and have sailed round the world backwards in a yacht race.
New Years Eve saw the first mixed sex couples form Civil Partnerships following a change in the law last year. This is significant because for couples who are not married nor in a Civil Partnership, neither party has any automatic...
What's the most enjoyable thing about your work?
Knowing that when I leave a clients home they are in a better place than when I arrived. And meeting some fascinating people along the way.
What is your vision for your business?
To build a cast iron reputation for doing good for my clients so that every client generates at least one other. Referrals for me are critical.
If you could give one single piece of advice to a new start up business, what would it be?
Build your database from Day 1. Its probably the most valuable asset within any business.
Which business person or company do you admire most and why?
Michael Cannon. He built two very successful pub businesses ( sold for £5m and then £87m respectively) by doing it differently, Doing the simple things very well and understanding that the people were the absolute key to success.
Which one phrase or quote sums up your attitude to business life?
If it is to be, its up to me.
What made you join WMB and how do you plan to make the most of the network?
The monthly model and supportive nature of the organisation persuaded me to join. I aim to get round the other groups with a talk to correct the various misunderstandings out there about estate planning and alert people to the cost of doing nothing, both emotionally and financially.
What do you do at week-ends?
Fly fishing in summer and training for triathlons in winter, when we are not away. The nature of my role also means working sometimes to suit client lifestyles.
If you were stranded on a desert island, what 2 luxury items would you take?
An everlasting bottle of Sancerre and a fridge to keep it in.
What book are you currently reading?
Feral by George Monbiot
What book(s) would you recommend?
Feral by George Monbiot. They Ask You Answer by Marcus Sheridan. 21 Lessons for the 21st Century by Yuval Noah Harare. Stranger in a Strange Land by Robert Heinlein.
Who's your personal hero and why?
Never really had one. Different people inspire me for different reasons.
What is your worst experience in business or work?
Being made redundant and escorted out the building. I took it very personally and was affronted by the way it was done.
What was your first ever job?
"Bottling up" in my parents pub for two and six a week!
Where is your favourite place in the world and why?
Out on the ocean, sailing downwind through the tropics at night. There is a special inner calm when you see where we actually fit into the vastness of it all.