Brendan has worked in financial services for the last 30 years in various client-facing roles and, along with being the Managing Director, continues to provide financial planning advice to the firm’s clients. He is a Chartered Financial Planner and a past President of the Personal Finance Society, the main professional body for financial planners in the UK.

He lives in Berkshire with his wife Sally, with his two sons, Jake and Harry, having grown up and left home. As well as being a founder of Phoenix Wealth Management Limited, he is a keen sailor and hopes to be able to sail a leg of the 2019-20 Clipper Round The World Race in the next few months after the race was twice postponed due to the Covid-19 pandemic.