Professional Biography
My role is to give clients clarity and confidence—transforming wealth into security, freedom, and a legacy that lasts.
How do you describe what you do?
I design tailored financial strategies for high-net-worth clients, integrating investment management, tax planning, estate solutions, and risk mitigation to preserve, grow, and transfer wealth while providing clarity and peace of mind.
What's next for you professionally?
Focused on personal growth and partnership: expanding my client reach, deepening relationships, and delivering innovative wealth solutions that empower high-net-worth clients to achieve long-term success
What's your favourite thing about your role?
I love building trust with clients, solving complex financial challenges, and creating strategies that make a real difference—all while collaborating with a client-focused team that shares the same commitment to excellence.
When you're not at work, what's your favourite thing to do?
When I'm not at work, I spend time with my wife and children enjoying life. We love to travel, going on cruise ships around Europe and have fun days out locally.
Why does my role as a wealth manager matter?
I help clients turn wealth into impact—preserving assets, planning for the future, and achieving life goals with confidence. My role ensures clarity, security, and peace of mind for generations to come.
What qualifications and memberships do you have?
- Advanced Diploma in Financial Planning
- Certificate in Securities and Dealing
- Certificate in Discretionary Investment Management
- Certificate In Financial Services
- Certificate in Life and Pensions
- Certificate in Pension Transfer Advice
- Award in Long Term Care Insurance