I have been a financial adviser since the 1990s, initially at a multinational employee benefits consultancy and subsequently at a private bank. I qualified as a Chartered Financial Planner in 2009.
It is important to me that I can offer clients a highly personalised, truly independent, financial advice-based service with access to market-leading investment propositions. Experience has taught me that clients need to have faith and trust in both the advisory firm that they select and the individual that is advising them.
I chose to join Partners Wealth Management (in 2025), after leaving my previous firm of 22 years. I provide bespoke financial planning to a wide range of individuals and trusts, regarding pensions, investments, estate planning, tax optimisation, cashflow forecasting and protection against the financial impact of death and serious illness. I enjoy having long-standing professional relationships with clients and their families, including annual review meetings and other frequent contacts, to ensure both a responsive and a proactive service.
When not working, my wife and I enjoy spending time with our young son. I also love foreign travel and watching cricket and football.