I work with ambitious professionals and Business Owners across the City of London & the South, focusing on the different areas of financial planning that become relevant as clients develop throughout their career.
I place significant value on forming long-term relationships with clients enabling me to create bespoke plans suited to their needs and goals. These holistic financial plans cover from investment planning & tax mitigation to life events such as retirement and creating a legacy for your family. I pride myself on forming these close relationships with clients and presenting what can often be complex and intricate plans in an simplified and concise manner; enabling clients to make informed decisions about their wealth.
Outside of work I maintain a strong interest in Skiing, Golf and Rugby. I also enjoy spending time with family & friends with the odd bit of fly-fishing thrown in when I can find the time