As the Principal of Arbrook Wealth Management I believe that your values, needs and goals are unique. I understand that your wealth is about more than money and that’s why I listen. My personalised approach puts your wealth plan on a path for success, today and well into the future. By listening to your aspirations that may involve your family, your business or the legacy you want to leave, I can help you navigate opportunities and challenges as they happen. 

I have worked in Financial Services in a previous life. Upon leaving university, I was thrust into a very target driven, sales focused environment. This environment eventually was not for me, so I changed careers. 

For the past 20 years, I have run a small domestic tree surgery business, that has succeeded due to the relationship with my clients. By listening to my client needs, giving qualified advice, always being on hand and managing my clients expectations. Above all gaining trust.

Over the last 5 years I have made a gradual return to the Financial Services industry. The industry is now better trained, consultative and client centric. I believe the parallels are clear and true between the businesses. Getting to know you and understanding what you want to happen and what you need to happen is key. Gaining trust, working together so we can achieve these outcomes.

I offer wealth management services tailored to any needs that you may have in the following areas:

• Investment planning

• Retirement Planning options

• At retirement income analysis

• Protection and health needs

• Intergenerational wealth management

• Inheritance Tax Planning

• Later life planning and advice

• Onshore and offshore investment planning

We are an active family, with an interest in sport and outdoor pursuits. Rugby is a big part of our life and both my sons and I play regularly. I also coach with the Petersfield U15 team and my wife manages the Petersfield U13 team. Living near the coast, we enjoy being on the water – sailing or surfing whenever possible.

The St. James's Place Charitable Foundation helps good causes, raising over £100 million since it was founded in 1992. I plan to be an active contributor by holding events and fundraising in the Hampshire area.