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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