I am a Financial Planning Director, who specialises in providing tailored financial advice to private individuals, trustees and business owner.
I specialise in personal tax planning, estate planning and retirement planning.
I have worked in the finance industry for over 14 years, have been a Personal Adviser, Business Manager and Financial Planner.
Long term care qualified.
Currently working towards chartered status.
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.