Liam has over 10 years’ experience in financial services, providing clear, practical advice across all aspects of financial planning.

Holding the Diploma in Regulated Financial Planning (DipPFS), Liam helps individuals and families structure their finances efficiently and make informed decisions about their long-term wealth. He is passionate about building lasting relationships and delivering personalised advice tailored to each client’s unique goals and circumstances.

Liam has played a key role in the development of the firm’s Investment Proposition, helping to design the investment governance framework, fund selection criteria and ongoing monitoring processes that underpin investment recommendations.

Away from work, Liam enjoys cricket, golf, tennis and regular trips to Elland Road.