Working closely with other professional advisers I provide comprehensive financial planning advice to private clients, trusts and businesses. I specialise in tax-efficient investing, retirement planning and inheritance tax planning strategies.
I have over 10 years experience in creating detailed financial plans for clients. Before joining Investec Wealth & Investment I led the financial planning team in the Plymouth office of Francis Clark Accountants. I am a rugby fan and keen supporter of the Exeter Chiefs.
I am a Chartered Financial Planner and Member of the Personal Finance Society. I have completed the CII Advanced Diploma in Financial Planning to include the specialist advanced level pension transfer qualification. This provides the specialist knowledge and skills required by the regulator to advise on the transfer of safeguarded benefits.