With over 40 years in financial services, I set up Rapport Financial Strategists Ltd in Jan 2001 with the focus on ensuring our customers enjoy a personal planning experience which interlinks with the financial challenges they face as we work towards helping them achieve their goals. After a very busy week whilst time with my family is important I also enjoy getting out in the fresh air and a well deserved glass of wine.
Started my career in a high street Bank over 40 years ago. Have three grown up children and spend my weekends catching up with family and friends, going on walks and maybe a few gym sessions thrown in.
Luca joined Rapport in 2022. After 10 years in health services administration Luca has been able to transfer his skills to the financial services industry. Outside of work, Luca is an ardent fan of Manchester United and enjoys playing football. His ideal weekend is spent with his partner Laura, taking their son Lorenzo on lots of fun adventures.
Daniel started his career in Financial Services with Rapport in 2013, initially combining his studies with Mortgage Administration. Daniel fully qualified and started advising in 2015. He specialises in both Residential and Buy to Let mortgages, along with Personal Protection. He is also able to offer advice on other areas of lending including bridging finance, secured loans and additional borrowing. Outside of work, Daniel is is a keen (albeit average) golfer. His ideal weekend involves long walks, park visits and coffee stops with his wife Sophie and his daughter Hallie.
Working in the financial sector of Mortgages and Protection, I have heavily invested my knowledge to cater for a varied demographic of clients, primarily servicing first time buyers, Self-Employed and Contractors. Outside of work I enjoy playing for my local community rugby league club, and when my weekends aren’t taken up by rugby, I enjoy going on long hikes and camping.
James joined Rapport in 2019 and has since achieved Chartered status. With more than 10 years’ experience in financial services, James provides holistic financial advice specialising in investments, pensions and inheritance tax planning. Outside of work, James is a member of his local cricket club and an avid Manchester United fan. His ideal weekend would be spent with his young daughter, fiancée and perhaps a glass of red wine.