Professional Biography
The joy on a clients face when he realised he was able to finish work ten years earlier than he expected.
How do you describe what you do?
I help clients manage their wealth by offering tailored advice on retirement, estate planning, and investments, using tools like cashflow modelling to create personalised, long-term financial strategies.
What's next for you professionally?
I'm focused on growing my leadership within the Cambridge office, mentoring others, shaping strategy, and building on my financial planning specialities, while continuing to deliver meaningful outcomes for clients.
What's an experience with a client that's stuck with you?
The joy on a clients face when he realised he was able to finish work ten years earlier than he expected. I received a note a week later telling me he had handed in his notice and was planning a world trip.
What's your area of expertise?
Inter-generational estate planning, retirement income strategies, and tax-advantaged investments including VCTs, EIS, and Business Relief.
When you're not at work, what's your favourite thing to do?
I love to explore the world with my family, taking the opportunity to experience other cultures and cuisines.
What qualifications and memberships do you have?
I am a Member of Personal Finance Society and hold the diploma in financial planning from the Chartered Insurance Institute (CII).