I provide holistic financial planning advice across a broad spectrum of planning areas including protecting wealth, retirement planning, investment structuring and I also enjoy advising on complex tax and succession planning issues. I believe financial planning is a process of developing a clear strategy to help people meet their needs. I particularly enjoy illuminating the process so people have the confidence to make informed decisions about their future well-being.
I joined Investec in July 2017 from Rathbones where I worked as a Financial Planning Director. I have 30 years industry experience working with clients and their professional advisers at a senior level and believe in building strong on going relationships to ensure clients remain well positioned in an ever changing world.
I am a Chartered Financial Planner and a Fellow of the Personal Finance Society holding the Advanced Diploma in Financial Planning.
I am married with two daughters.