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.
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.
I’m a member of the Chartered Insurance Institute and hold the Diploma of the Personal Finance Society.