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.
What I do
- Financial Planning
- Pensions and retirement planning
- Investments advice and consultancy
- Tax efficient investments
- Inheritance Tax (IHT) planning
- Advice to Charities with investments
- Business protection and corporate benefits
My clients
- High net worth individuals
- Family estates
- Trusts
- Charities
- Businesses
Membership
- Associate of the Personal Finance Society
- Member of the Chartered Insurance Institute
Awards
"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."
