I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client’s long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.
I have a degree in Business Studies and have achieved Fellowship status with the Personal Finance Society.
Outside of work, I enjoy travelling to experience new cultures and cuisines from around the world. I am an avid sports fan and enjoy watching sports – primarily football, boxing and MMA. I like to stay physically fit and keep healthy by regularly going to the gym and taking part in fun runs. I am very family-orientated and spend many of my free weekends with my family and friends creating memorable experiences.
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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.