I am an Independent Chartered Financial Planner with over 20 years’ experience. I specialise in advising high net worth (HNW) and ultra-high net worth (UHNW) clients on complex financial planning matters. I work in close partnership with clients to review new and existing financial structures, strategies and planning frameworks, ensuring their wealth is aligned to their objectives, personal priorities and long-term aspirations.
My approach is grounded in delivering considered, bespoke solutions across areas including income structuring, tax efficiency, and intergenerational wealth planning. I am committed to simplifying complexity and providing clarity, enabling clients to make informed, confident decisions, particularly during periods of change, while ensuring their financial arrangements remain adaptable, resilient and aligned to their evolving objectives.
My team
