About me
I help my clients identify what financial security means for them by understanding what they have, and advising them on how to maintain or achieve the lifestyle they want. Using my experience of tax and trust legislation, pre and post-retirement markets and investment risk, I build and implement a plan which focuses on achieving the client's financial objectives and reviewing the plan regularly to ensure it remains on track. I also regularly work alongside a clients' other professional advisers helping to advise and implement plans to pass on wealth to the next generation. I have a particular interest in advising entrepreneurs, and city professionals on the more complex areas of financial planning such as UK resident non-domiciles and multi-generational families.
Background/Experience
I have over a decade of experience advising on all aspects of financial planning and assisting business owners in understanding what they need to retire early. I am a Chartered Fellow of both the Personal Finance Society (PFS/CII) and Chartered Institute for Securities & Investment (CISI), as well as an associate of the Society of Trust and Estates Practitioners (STEP).
My interests
I am a dedicated family man and enjoy spending my spare time exploring the world with my wife and two children, and coaching my son’s U8's football team. When time permits, I am a keen gym-goer, hoping to compete in CrossFit competitions.
My areas of expertise
Contact me via the form above to learn more about...
Helping private clients with their life goals and investment choices
I'm also an expert in...
Seeking out great places to eat in and around Surrey.
At Investec, we don’t believe that we can talk about your money or tell you what to do with it until we understand you, your lifestyle today and what you want it to be in the future. We are genuinely focussed on understanding our clients needs first and foremost.