I am a Chartered Fellow of the Chartered Institute for Securities and Investment. I have over 30 years of experience in financial services providing planning and wealth advice to high net worth individuals & families. Prior to becoming a Partner with Partners Wealth Management LLP I was a Wealth Manager with Coutts & Co. for a period of eighteen years.
I firmly believe in working in partnership with clients building strong foundations. This relationship enables me to formulate a lifetime wealth model based on an excellent understanding of your current circumstances and future aspirations. I offer a flexible approach working with you to ensure that my advice fits your needs.
I value my role as a Partner with Partners Wealth Management which enables me to utilise my analytical skills to provide a bespoke independent wealth management recommendation to meet your aspirations.
I am married with two adult children. Away from the office I enjoy all the things that family life offers together with overseas travel. I pride myself on providing exemplary customer service and value greatly receiving client referrals to other family members, friends and business associates.
My personal integrity and moral compass are strong. Partners Wealth Management I consider meets these values and I am confident that you will benefit from this expertise to deliver advice to guide every aspect of your financial affairs.