I’m responsible for financial planning within our Private Office Team in London offering advice to high net worth individuals.
I worked for 10 years within Barclays Wealth as a senior financial planning manager. After that I became divisional director with Brewin Dolphin in Eastbourne, responsible for the successful integration of financial planning within an established team of investment managers. I joined Investec in August 2009 where I successfully integrated financial planning within the Reigate office and developed significant new business opportunities and intermediary contacts in the South East. I started my current role in London in February 2014.