I am the Managing Director in charge of our national financial planning teams and am responsible for our teams based in London, Thames Valley, Kent, Manchester and Cheltenham.
I joined the firm in 2008 and I have over 28 years’ experience in the financial services sector.
I oversee the advisory proposition of the financial planning sector within the firm 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
Memberships
- Associate of the Personal Finance Society
- Member of the Chartered Insurance Institute
- Member of the Institute of Chartered Accountants
- Member of the Association of Professional Financial Adviser
Awards
