I joined the financial services industry straight from university and made it my mission to build long-term relationships based on high levels of trust.
I provide my clients advice to facilitate their financial goals; be that buying their dream home, protecting their family and lifestyle, planning for, and enjoying, the right retirement, or securing their wealth for next generations. I work with clients in both the affluent and high-net-worth spaces within a full range of ages and circumstances.
My key focus is building and running investment portfolios for clients, and the truly independent investment offerings provided by Partners Wealth Management gives me the ability to build the best investment solutions for my clients, as part of their overall wealth plan to help them achieve their financial goals. Being able to put the best structures in place is vital, while deploying the right investments to drive the performance of these structures.
As a client, I work with you to understand your objectives and then develop the best wealth plan for you. The independence offered by Partners Wealth Management in its investment offering is enormously powerful. Within the industry all too many providers rely on the strategy of one individual or committee in choosing the solutions for their clients to use. This can make it difficult to change the solution if it is not performing well. Flexibility of investment offering is an important element to the right plan for my clients; Partners Wealth Management allows me such flexibility.
The foundation of my career as an adviser was in Barclays, a global provider with strong and robust practices in training and development of staff. I then moved into a boutique investment and financial planning company that gave me the opportunity to be involved in day to day decisions and provided the speed, service and flexibility of such an organisation to implement clients’ financial plans. Moving to Partners Wealth Management allows me to be more bespoke with my clients, and offers flexibility and input with pure investment independence, leading technology and continuous award-winning accolades. This was simply the right choice of firm for my clients and, therefore, me.
Outside of work, my wife and I have a passion for travelling, enjoying the differences in cultures and cuisine that new countries and regions provide. We also make a point of taking advantage of living in London by attending the theatre once a month. I enjoy skiing and snowboarding in the winter months and golf in the spring to autumn months.