I have over 30 years’ experience of providing independent financial advice to high net worth families, charities and corporate clients, many of whom have been clients for over 20 years. I am a strong believer that providing holistic financial planning in tandem with my colleagues in the legal and tax professions and with regular reviews over the long term are the keys to achieving financial security and prosperity.
My team
If I am not available or cannot get back to you right away, please feel free to reach out to Tom for any technical queries and Dawn for any administration queries. They are always happy to help and will make sure you get the support you need.
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As one in five of us will live past our ninetieth birthday, we consider five areas of financial planning that become more critical as we get older.