Professional Biography
I help my clients achieve their financial goals with effective long-term outcomes, delivered with a highly personal touch.
How do you describe what you do?
I help clients to grow, protect & transfer their wealth through tailored investment strategies and access to financial planning. I help them to achieve their financial goals with effective long-term outcomes, delivered with a highly personal touch.
What's next for you professionally?
Having been a trusted advisor to clients for nearly 30 years and having held senior positions in global wealth management firms, I plan to continue to focus on delivering great outcomes for clients.
Where's your favourite place to meet with your clients?
I like to combine meetings in a professional setting, perhaps a review meeting in our offices, with spending time in more informal settings, perhaps a round of golf or a pleasant lunch.
When you're not at work, what's your favourite thing to do?
Having always been a keen sports enthusiast and handy footballer in my younger days I enjoy most sports, particularly golf, skiing and more recently, padel. I also enjoy watching my favourite football team, Spurs, along with my son and close friends.
What qualifications and memberships do you have?
- Certificate in Private Client Investment Advice & Management (PCIAM)
- Financial Planning Certificate (FPC)
- Member of CISI