About me
I provide new and existing clients with financial planning advice which is both holistic and bespoke. I specialise in general wealth management which includes inheritance tax planning, pre and post retirement planning, income tax and capital gains tax planning. Typically, I am a firm believer in only engaging with clients where it is possible to add value through judicious financial planning. However, I am always happy to have an initial consultation with prospective new clients, at no cost to them, to ascertain whether we would be in a position to add value to their financial planning strategies and needs.
Background/Experience
With over three decades of experience as a financial planner, I was awarded Chartered Financial Planner status in 2008 and granted Fellowship of the Personal Finance Society not long afterwards. I am also a Member of the Chartered Institute for Securities & Investment and an affiliate Member of the Society of Trust and Estate Practitioners.
My interests
I am an avid cook with a keen interest in Indian cuisine and I also enjoy walking.
My areas of expertise
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Helping private clients with their life goals and investment choices
I take great satisfaction in helping my clients to manage and grow their wealth, reducing the impact of taxation throughout their lifetimes and on death, to ensure that the wealth can be passed down the generations.