Patrick joined Lorica in 2017, bringing with him a wealth of experience in workplace pensions, financial education and financial planning. His financial services career began in 1994 when he initially worked as a wealth management para-planer and private medical insurance specialist. In 2010, Patrick found his true calling as an employee benefit consultant; combining the dual challenge of advising employers on their workplace pensions and group risk arrangements, and helping individuals with their personal financial journey.
As financial wellbeing partner at Lorica, Patrick’s role again covers two core areas. Firstly,working with employers to design and deliver financial education programmes. Secondly, providing individual financial planning and wealth management advice.
He loves the variety in both the work he does and the type of client he works with.
Patrick is married with three children and is an avid Wasps and Henley Hawks supporter, foodie and mini rugby coach. However, in his own words: “If I were to swap my golf club with my tennis racket, my prowess in either sport would be entirely unaffected!”