About me
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.
Background/Experience
I have a degree in Business Studies and have achieved Fellowship status with the Personal Finance Society.
My interests
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.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
The best pubs and walks in Hertford.