My expertise allows me to deliver bespoke tax, investment, pension and estate planning advice in a truly independent and holistic manner.
I joined the financial services after graduating Newcastle University with a master’s degree in finance. From day one, I have taken great pride in getting to know my clients on a deeply personal basis which ensures I fully understand their goals and what truly matters most to them. With this in mind, I do not work on a transactional basis and instead foster relationships that will last for the next forty years or so, providing clients with comfort and continuity.
I look after a range of high-net-worth private clients and entrepreneurs predominantly covering the home counties whilst working closely alongside both accountants and solicitors.
By joining Partners Wealth Management as an independent adviser, I can provide clients with access to the best investment managers enabling them to make an informed choice on what is right for them. By utilising leading technology, clients benefit from a diversified suite of investment managers and options. I sit on the same side of the table as you, working with you to match your objectives to the best solutions.
When not in the office, I can be found either training for my next marathon or at Worplesdon Golf Club working on reducing my current handicap of 6.