Welcome to my Practice providing wealth management and financial planning advice to individuals, families and businesses whilst operating to the highest professional standards and with integrity.

Based in West Malling with the option of office meetings in London and Kent, I will also offer the convenience of meetings at your home or place of work. Put simply everyone needs financial advice they can trust. Even the most successful individuals and business owners need specialist financial advice from time to time to help them manage their financial affairs more effectively. People need a person they can relate to who does not talk jargon and who can explain the options clearly.

I will purposely take as much time as needed to discuss and assess your financial planning situation and objectives before recommending solutions to meet your needs and always to your complete satisfaction. With long term experience, knowledge and training in financial services I provide a wide range of services including the following:

• Holistic financial advice Investment planning
• Retirement planning and pensions review service
• Long term care planning
• Managing your wealth and income needs
• Life, critical illness and income protection
• Inheritance Tax planning and Trusts*.

*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority. 

I am available to help as you wish. Any meetings we have are entirely confidential and with no obligations whatsoever.