Professional Biography
I advise people find clear thinking for their next chapter- like golf, it takes patience and precision.
How do you describe what you do?
I work with high and ultra net worth clients/families creating sound financial plans focusing on retirement, tax efficiency and IHT planning. Often working closely with business owners' advising on drawing profits, protection and business exits.
What's next for you professionally?
I plan to continue to take on new clients and help them achieve their objectives.
What's your area of expertise?
I tend to focus on helping high and ultra net worth families and so I cover a wide area of advice from complex FICs/trusts right across to Junior ISAs. A lot of planning tends to focus on inheritance tax, business exits and tax efficiency.
What's your favourite thing about your role?
I get to meet and get to know a variety of people, developing relationships that last a lifetime. I get to understand objectives and join them on their journeys to achieve them.
When you're not at work, what's your favourite thing to do?
I am a keen golfer and fortunate to be a member of Royal Porthcawl which is 20 minutes from my house.
What qualifications and memberships do you have?
- MBA
- FPFS
- Chartered Financial Planner