As a Fellow of the Personal Finance Society and a Chartered Financial Planner with over 15 years experience in this field, I enjoy building relationships with clients and assisting them to make the most of their finances.
I joined Partners Wealth Management in March 2017 after my previous firm was taken over. I was attracted to PWM by the prospect of retaining independent advisory status and being able to provide an enhanced level of advice and service to my clients.
Service is often a factor for clients who have become disillusioned with their existing adviser. In recent times, I have seen an increasing number of clients leaving the investments arms of high street banks. The lack of a consistent adviser contact is a common gripe. Whereas, the on-going and personal provision of high quality advice to private clients is at the core of my role.
The majority of my advice concerns pensions and investments, with a particular specialism for those transitioning from the world of work to retirement. To support the quality of my advice, I also hold specialist pensions qualifications and am an Affiliate of the Society of Trust and Estate Practitioners (STEP).
I have been fortunate enough to build a loyal group of clients and will continue to nurture the relationships we have built as these grow and change.
I live in Reigate with my wife and three children, which does not allow much free time, although I do enjoy running, cycling and gardening when the opportunity arises.