About me
Based in Cheltenham, I head up the Southern Financial Planning teams, and am responsible for delivering planning and structuring advice to new and existing clients - typically those with more complex affairs. I work closely with legal and tax professionals, linking investment management with financial planning, in order to provide integrated and comprehensive solutions.
When not working directly with clients, I like to spend time with the other Planners and Paraplanners in the region, supporting their development and perpetuating a team approach to delivering exceptional service and advice to clients.
Specialisation
Financial Planning for higher net worth individuals, with long term relationships.
Background/Experience
I have been advising for almost 20 years, following a few years in administrative roles. Before joining Investec in 2013, I headed-up the Cotswold branch of an International IFA firm.
Qualifications
I am a Fellow of the Personal Finance Society, and a Chartered Financial Planner.
My interests
I enjoy motor racing and all things car related. I live in Cheltenham with my partner, and we have a love for live music, good food, and travel. I also have a keen appreciation of sartorial matters.