I joined Partners Wealth Management in 2013 to provide clients with “independent” financial advice, this being unbiased, unrestricted and from the whole of the market.
Having spent the last 20 years advising executive and high net worth individuals, families and trustees, I have a practical experience and knowledge of what clients expect and require of me. I work to the client’s objective providing trustworthy, jargon free, transparent advice.
I can use cutting edge cash flow software to graphically and mathematically build financial and decumulation plans. Many clients prefer this approach as they can see a clear picture of where they are now and what is needed to achieve their goals. This together with structuring assets to mitigate tax burdens means that clients will benefit from a clear, detailed and personalised plan.
My priority is to provide you with a proactive service, delivering regular reviews of your financial goals to achieve your aspirations and have a positive impact on you and your family.
Away from the office my time is spent with Laura and our three daughters. I also enjoy golf, wine and fine dining, usually in that order!