I enjoy helping clients achieve their financial objectives which could be a comfortable retirement, reducing their inheritance tax liability, protecting their family or simply being as tax efficient as possible.
I have over 30 years financial services experience and prior to Investec spent nearly 20 years at Rathbones in London and Liverpool. I am a Chartered Financial Planner and Fellow of the Personal Finance Society.
Outside of work I enjoy travelling the world, watching my favourite football team, and motorcycling.
My areas of expertise
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