About me
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Specialisation
Financial Planning
Background/Experience
I have over 15 years experience in creating bespoke solutions for clients and joined Investec Wealth & Investment from the wealth management team of a large firm of accountants.
Qualifications
I am a Chartered Financial Planner, Certified Financial Planner, Chartered Wealth Manager and a Registered Trust and Estate Practitioner. I am a Fellow of the Personal Finance Society, a Chartered Member of the Institute for Securities and Investment and a full Member of The Society of Trust and Estate Practitioners. I was also awarded the London Insurance Institute’s Advanced Diploma in Financial Planning Prize for achieving the highest average score of all candidates in 2009/10.