I started my wealth management career at Merrill Lynch, one of the world’s largest wealth managers at the time, and then Swiss private bank Julius Baer. During this time my clients were primarily those with international considerations, which can be complex and often misunderstood by those not regularly involved in such areas. My clients include professionals, entrepreneurs and senior executives, who value a personal holistic service, providing oversite, clarity and organisation to their financial affairs.
In 2015 I was invited to join Partners Wealth Management and quickly recognised that it was a firm matching my values in putting clients at the center of a highly personalised and holistic wealth management service. In addition, the independent positioning and the use of market leading wealth planning tools, confirmed that I would be able to provide the best possible service to my clients.
Heading the PWM International offering, I leverage the somewhat unique service of PWM to provide clients with Independent advice about their affairs, which is not typically available from the international banks of investment managers directly.
I have been interviewed and quoted in industry media and actively partner with other professionals to ensure that our clients receive the best possible advice and service on an ongoing basis.
I view my job as being a problem solver and central resource to my clients and their families. Whenever they need assistance, clients know that they can turn to me and utilise the PWM Private Office services or wide network of connections to get a suitable resolution.
I live in Kent with my wife and children, however our family connections across the country mean we have the pleasure visiting many other great locations. I enjoy spending time with the family, including teaching the children to swim and ski.