Since 1999, I've been helping clients based on regular contact, trust and delivering strategies that help them meet their financial aims. My past experience within financial services organisations has allowed me to gain a high level of expertise in ensuring that family wealth is passed through the generations without paying too much Inheritance Tax, also supporting with the complexities of retirement planning. 

After establishing myself as a highly respected consultant with my former employers, I recognised that I could provide clients with a better service and the best possible advice by establishing my own Practice. I achieved this by taking up the invitation to become a Partner Practice of St. James's Place 

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 am I able to offer a rounded, professional and principled service.