As a Chartered Financial Planner with over 20 years of experience at the highest level, I have a clear vision of what financial planning should really look like. As a result, my clients are able to articulate what they want to achieve in their life, and how their financial arrangements contribute to this.
I aspire to be a “trusted adviser” for my clients by working in conjunction with their other professional advisers (tax, legal and accounting) to deliver a joined up approach to their affairs. Joining Partners Wealth has enabled me to do this in a way that is fully independent via a proposition that is market leading with cutting edge technology that clients can access.
The clients I advise have differing backgrounds and experience, and are at all life stages from those accumulating wealth to those in retirement focused on estate planning. I treat every client I work with as an individual, and give them the time and safe environment to explore what is important to them. It is only when I understand this that an effective financial plan can be put into place.
My clients find this approach genuinely exciting, as it allows them to understand their finances in level of accessibility that is completely refreshing and in a way that is easily digestible. This level of freedom and expertise brings a wealth of benefits to clients, and is something that is different from our peers.
Away from work, I spend the majority of my time with my family. However when I get the time, I also enjoy photography, amateur dramatics and the theatre.