I am a Senior Manager in the Financial Planning team based in London.
I joined the firm in 2012 and have over 22 years’ experience in the financial services sector.
I am a member of the firm’s investment committee, with responsibility for the selecting the firms preferred solutions for EIS, VCT and Business Relief qualifying investments and I specialise in advising high net worth private clients and trustees of major charities.
What I do
- Financial Planning
- Pensions and retirement planning
- Investments
- Tax efficient investments
- Inheritance Tax planning
- Individual and business protection
- Charity investments
My clients
- Private individuals
- Family estates
- Businesses
- Trusts
- Charities
Awards
