Kaz started his career in the financial services profession in 1993 with Prudential. Since 2000 he has been an Independent Financial Adviser and is both a Chartered Financial Planner and Certified Financial Planner, as well as achieving Fellowship with both .
Kaz’s remit is to lead the Bristol office for Francis Clark Financial Planning and work with his colleagues across the region, advising new and existing clients.
Prior to joining Francis Clark Financial Planning, Kaz spent 10 years working for a top six national accountancy firm where he was an Associate Director. He worked closely with the tax and accounting colleagues providing advice to high net worth individuals, trustees and business owners. Kaz brings a wealth of experience and knowledge in areas such as estate planning, tax and investment planning and post retirement planning.
He also worked with the National Lottery as one of the financial planners for lottery winners and continues to advise several of them today.
Kaz is married with two sons who are currently at university. In his spare time, Kaz enjoys watching sport mainly from the comfort of his chair, occasionally plays golf and can also be found keeping fit at the gym.