About me
I provide long-term advice and work closely with my investment management colleagues to deliver a comprehensive and professional wealth management service to both existing and new clients. My specialist areas of financial planning advice include inheritance tax, pensions and other tax-efficient investment structures, as well as guidance regarding a client’s overall wealth. I’m responsible for advice relating to significant funds under management.
Specialisation
Financial Planning
Background/Experience
I’ve spent my entire career in the financial services industry and have been in my current role since 2006. Previously I held a number of technical business development and advisory roles within blue-chip organisations.
Qualifications
I’m a member of the Chartered Insurance Institute and hold the Diploma of the Personal Finance Society.