I have over 30 years’ experience in financial services providing advice to high-net-worth individuals and their families.
Prior to joining Partners Wealth Management, I spent 25 years as a Wealth Manager with Coutts looking after successful entrepreneurs and eight years with Barclays Wealth Management where I had a mixture of clients that included entrepreneurs, city professionals, FTSE executives and retired individuals living or working throughout Surrey, West Sussex and Hampshire.
My industry experience is complemented by holding the Financial Planning Certificate (FPC), the Certificate of Mortgage Advice and Practice (CeMAP) and the Private Client Investment Advice & Management (PCIAM) qualification. I am also a Member of the Chartered Institute for Securities and Investment.
Throughout my career, my core value has always been to provide the highest possible standard of service to my clients. I strongly believe in working in partnership with my clients and their families, which enables me to put together a lifetime wealth model based on an understanding of their circumstances and future aspirations.
If you choose to work with me at Partners Wealth Management, I will not only be able to provide you with impartial financial planning, asset allocation and investment advice, supported by leading technology and client reporting, but also other services which include access to competitive cash deposit rates, foreign exchange services, mortgages and equity release facilities for you and your family, wills, trusts and estate planning.
Away from the office, I like spending time with my family, walking, overseas travel and fine dining (and wines!). I enjoy many sports, particularly F1 motor racing and have been a lifelong suffering West Ham fan. Whilst a long time ago, I was also a ball boy at Wimbledon!
If you would like to discuss your financial position or have a need for advice then please feel free to contact me.