Areas of expertise
- C-Suite Executives
- Business Owners
- Individuals within the Technology sector
Comprehensive holistic financial advice:
- Creating financial plans focusing on investment, tax, estate and legal perspective.
- Building investment strategy for capital growth and preservation.
- Executive planning: Tax planning around equity incentives
- Estate planning and philanthropic planning
- Protection: Shareholder protection, Relevant life insurance, Key person protection and Loan protection
- Cashflow modelling to forecast future finances
- Pension schemes: Personal, company or SSAS
- Advising on corporate and personal investments: Diversifying risk
- Exiting or selling a business
2020: Partner, Financial Planning
2015 - 2020: Equity Partner, Whitefoord Wealth Management
2014 - 2015: Relationship Manager, Citigroup
2010 - 2014: Investment Manager, Dart Capital
Professional qualifications and memberships
Chartered Wealth Manager - CISI Fellow.