I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees. 

For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.

I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients’ personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.

I build and manage portfolios for private clients, trusts, companies and charities.

I manage discretionary portfolios for individuals, families, trusts and local charities. I head up the Guildford office and sit on the General Management Committee.

I coordinate and implement the team's investment strategy across client investment portfolios. I actively engage in Investec's investment process and attend the central investment committees, working closely with collectives and direct equity research departments. My areas of expertise include discretionary fund management, ESG portfolio construction, thematic investing, healthcare, technology, smart materials and active vs passive Investing.