My priority is to help clients get the most from their personal finances and be their trusted adviser on these matters. This could be something specific about investing or tax savings, but it could also be about setting life goals and achieving these, by having a financial infrastructure in place. I want to work in partnership with my clients to help make what can be daunting and confusing, easy to understand, while enabling them to get the best from the options available.
I have been advising private clients, business owners and trusts in Bath, Bristol and Cheltenham since 2014. After several years of further study, I achieved Chartered Financial Planner status. Before financial services, I left the University of Leeds with a First in Politics. Admittedly, a degree in Politics might not seem like an obvious link to financial services, but I have found it helps explain the link between current affairs and the wider economy, with client’s investments.
I studied in the United States for a year and have travelled extensively across South America, India and Asia, so I am interested in experiencing different countries. Closer to home, I enjoy music, trying new restaurants, reading, regular exercise and a good podcast driving to see clients. I am also a Leicester City and Tigers fan.
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We have the ability to provide any client with wealth, banking and corporate services, the client and their needs is in the centre of everything we do.