About me
I help clients achieve their financial goals whether in the sphere of retirement , wealth generation or passing assets onto the next generation. Tax efficiency and a strong investment discipline sit at the heart of my strategies for clients. Personal service is a fundamental driver as is the building and maintaining a long lasting client relationship. Investec Wealth & Investment offer a wide range of tailored services that can both enhance and preserve your wealth. With access to the services of our Private Bank I am well positioned to broaden our advices should you require so.
Background/Experience
I have over 30 years of advising clients on all major life events particularly around retirement and how they can structure a flexible and tax efficient income source. Equally I can help with clients who wish to pass on their hard earned wealth to the next generation and to do so in conjunction with their other trusted tax advisers.
My interests
My outside interests revolve around following Ulster Rugby and the odd game of golf. Movies and eating out are also regular activities.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
- AIM investing
- Estate Planning
- Financially coping with life-changing events
- Gifting to family
- Inheritance tax planning
- Funding long-term care
- Income protection
- Investing for income
- Investing for your children's future
- Life-stage planning
- Managing finances after divorce
- Passing on wealth
- Receiving an inheritance
- Retirement income options
- Retirement planning
- Securing finances in widowhood
- Tax efficiency in retirement
- Tax planning
- Wealth preservation
Amateur Belfast City history enthusiast.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.