I am a Chartered Financial Planner and head up the Financial Planning team in Cheltenham.
I have worked in financial services for over 20 years, first in investment management and, since 2008, as a financial adviser. I joined Crowe in 2012 and work closely with our tax, corporate and not-for-profits specialists.
I enjoy getting to know my clients and helping them to understand and meet their financial objectives.
"He is excellent in terms of his manner with clients and they are pleased with the advice provided."
"He is a very clever guy, he has sophisticated clients and looks after them very well."
- Chambers High Net Worth 2021 Read full artilcle
"He is very intelligent and fun. He is a sophisticated operator."
"He is very good on the client care side of things. He is responsive and knows how to handle clients and provide them with the necessary advice."
- Chambers High Net Worth 2020