I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees.
I have over 22 years of experience in creating bespoke financial solutions for clients, which we regularly review to make sure each plan stays on track. I head up the Guildford Financial Planning Team, where we have over 150 years of experience between us, positioning us perfectly to advise on all matters of financial planning.
I am a Chartered Financial Planner, Certified Financial Planner and Fellow of the Personal Finance Society. I am also an Affiliate Member of the Society of Trust and Estate Practitioners and have an honours degree in Business Economics.
In my spare time I would love to say that I enjoy skiing, scuba diving, cycling, maybe a bit of pottery & spending time with my family and friends. In reality, I am full time taxi driver to my daughter when not caring for our menagerie of chickens and guinea pigs.
My areas of expertise
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We have a fantastic team of talented people at Investec, where we will work with you to define and prioritise your needs, to enable us to build a plan that allows you to achieve your ambitions.