Associate Financial Planning Director
I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.
I have a degree in Accountancy with Financial Services and have achieved Fellowship with the Personal Finance Society.
Outside of work, I have a passion for trying new restaurants and exploring different cuisines. I also enjoy playing and watching football, and consider myself a fan of the sport. To maintain a healthy lifestyle, I frequently visit the gym and engage in various physical activities. I also enjoy spending time with my friends and family, travelling to places I have never been and providing support to the next generation.
My areas of expertise
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Helping private clients with their life goals and investment choices
The firm places a strong emphasis on a collaborative and personal approach to working with clients, leveraging the expertise of a dedicated team of Financial Planners and Investment Specialists. Their offering is also differentiated by their commitment to providing tailored, goal-oriented solutions that are aligned with each client's unique financial objectives and risk tolerance.