My service is aimed at providing the most comprehensive and appropriate advice at all times. This has been further enhanced as I have focused on developing my knowledge and skills.
Based in London, I provide wealth management advice to clients both within the City, and more widely throughout the South of England.
Prior to joining the financial services industry, I spent 15 years working in Banking. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
In line with my professional background, I have focused on developing specialist knowledge and am now fully qualified as a Trusts* and estate planning Partner. Moreover, as a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.
Charity is also important to me and I regularly participate in cycling sportives to raise money for various children’s charities.
Outside of my business, I am a keen cyclist.
*Trusts are not regulated by the Financial Conduct Authority.