I have 21 years’ experience in the industry and became independent in 2003, joining PWM in June 2010 in order to retain that independence.
I look after high net worth clients, with the majority being partners in the major City law firms and others in the Big 4 accountancy practices . I help my clients build their assets whilst still working and then utilise them efficiently in retirement. As part of the tax planning team, I have developed specialist knowledge in researching and carrying out due diligence on non-contentious schemes that can offer significant tax advantages to the highest rate tax payers. These will all be pre-approved by HMRC.
I value the relationships I have with my clients and my aim is to enable them to achieve their financial and personal goals within a trusted relationship.