About me
I have amassed a wealth of expertise and knowledge, with the majority of my career spent working with high-net worth clients. I have worked in smaller Independent Financial Advisory firms and another large, national, Wealth Management firm and believe this has helped me be able to forge relationships with all different types of clients and personalities. I specialise in providing holistic financial planning advice and solutions to high net worth clients, with a strong focus on meeting our clients’ individual goals and objectives.
Background/Experience
Chartered Financial Planner Fellow of The Personal Finance Society.
My interests
I am married with a young son and enjoy football, golf and travelling.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
- AIM investing
- Estate Planning
- Financially coping with life-changing events
- Gifting to family
- Income protection
- Inheritance tax planning
- Investing for income
- Investing for your children's future
- Life-stage planning
- Managing finances after divorce
- Passing on wealth
- Portfolio investing
- Receiving an inheritance
- Retirement planning
- Securing finances in widowhood
- Selling a business
- Tax efficiency in retirement
- Tax planning
- Wealth preservation
Convincing myself I will be better at golf next weekend than I was last weekend...
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.