Professional Biography
By making the complex clear, I empower clients to plan boldly and secure the future they want.
How do you describe what you do?
Help people achieve their objectives in life by providing strategies and tailored financial advice to private individuals, business owners, families and trustees
What's next for you professionally?
To help clients achieve their Lifetime Objectives by Preserving and Growing client's wealth
How did you start off in your career?
I have over 30 years of wide experience in the Financial Services Industry and worked with clients across all sectors.
What's your area of expertise?
Holistic Financial Planning, Advice Scenario Planning and Cash Flow stress testing, Investment Advice and Wealth Management, Retirement Planning, Advice Protecting Family and Business Partners, Inheritance Tax (IHT) Planning, Long Term Care Planning
Why does my role as a wealth manager matter?
By translating complexity into clarity, I empower people to make fully informed strategic decisions, to achieve their lifetime goals, financial security and freedom.
What qualifications and memberships do you have?
Member of the Personal Finance Society and the Chartered Insurance Institute