I joined Partners Wealth Management as a Board Partner in October 2008 and was pleased to again be working alongside former colleagues in a truly independent advisory practice.
Prior to this, I was an Executive Director at UBS Wealth Management and before that a Partner in a City based independent financial advisory firm, Scott Goodman Harris. My previous experience was gained at The Equitable Life Assurance Society and Barclays Trust Company.
I have extensive experience in the financial services sector, practicing across all areas of wealth planning and working closely with high net worth individuals in managing all aspects of their financial affairs. My clients are professionals, entrepreneurs, wealthy private individuals and charities. The service I provide is highly personalised, proactive and tailored specifically to the client’s needs and objectives. This in particular involves lifetime modelling, all forms of independent risk adjusted investment, tax optimisation, retirement provision and estate planning.
I was selected for the inaugural ’50 Most Influential’ private client practitioners from the fields of Accountancy, Law and Independent Financial Advice by ‘Private Client Practitioner’, the leading publication in the world of private client practitioners. I have since been instrumental in Partners Wealth Management achieving status as a ‘Top 25 IFA company’ from 2010 to date based on the firm’s excellence in the field of independent financial advice.