I provide fee-based comprehensive financial planning advice to private individuals, trustees and business owners. I specialise in tax-efficient financial planning, particularly retirement, estate and inheritance tax planning.
I have over 25 years’ experience in the financial services industry. I joined Investec Wealth & Investment from Killik & Co. where I was both a Partner and Associate Director of Wealth Planning. I’ve also held financial planning and pension positions within leading Employee Benefits and Accountancy practices.
I’m a Chartered Financial Planner, a Certified Financial Planner and a Chartered Wealth Manager. In addition, I’m a Fellow of the Personal Finance Society, a Chartered Fellow of the Chartered Institute for Securities and Investments, and hold a Law Degree. I have been a Senior Examiner with the Chartered Insurance Institute (CII) assisting with the Personal Taxation & Trust Planning examinations.