My background as a company secretary created an affinity with the legal and accountancy professions when I made a career change into financial services. Thus my clients are predominantly established partners in leading City firms. Whatever my clients’ background, my objective is the same. To take away the hassle of achieving their financial objectives so they can focus on work or play. To that end, I provide a highly personalised proactive service tailored specifically to clients, whether working or retired, who require a high level of care.
The journey with my founding partners to the establishment of a leading City financial services practice has been challenging but rewarding, with the emphasis on putting my client requirements first.
In the absence of work, a strong interest in sport, walking, current affairs and travel keeps me active and sane.