My job is to help my clients understand their finances and take the right steps to achieving financial security.
I work with families and individuals at all stages of life; from protecting and accumulating their wealth in the earlier years, to planning their dream retirement, before ultimately passing on their wealth tax efficiently.
My relationship with each of my clients is based upon trust and a full understanding of their individual situations, working together over many years to build a bespoke financial plan that is clear and tailored specifically to meet their financial objectives.
I am a Chartered Financial Planner and a Fellow of the Personal Finance Society and hold myself to the very highest ethical and technical standards.
Outside of work I am a keen sportsman and skier. I love to play music in my spare time, in particular the piano and the guitar, although thankfully you’re not likely to hear me singing!