Professional Biography
I love building long term relationships with families and becoming their trusted adviser.
How do you describe what you do?
I specialise in advising high net worth individuals and families. I am experienced at building bespoke financial plans and advising clients on wealth accumulation, retirement, estate and inter-generational wealth planning.
What's next for you professionally?
Having advised clients in all areas of financial planning for the last 25 years, my focus is to continue to serve and support my clients and their families throughout their different life stages to ensure the best outcomes are reached for all.
What's an experience with a client that's stuck with you?
Giving a client the confidence to make informed and life-changing decisions around the timing of their retirement and the ability to make lifetime gifts to their children.
How did you start off in your career?
Graduate Training Scheme in 2000 at Chase de Vere.
What's your area of expertise?
Intergenerational Wealth Planning Pensions and Divorce
What's your favourite thing about your role?
What I love about my role is that I help families to achieve their financial goals and make informed decisions along the way about their finances. I love building long term relationships with families and becoming their trusted adviser.
What qualifications and memberships do you have?
- Chartered Financial Planner
- Fellow of the Personal Finance Society