I am a financial adviser with over 20 years’ experience in the financial services industry, including roles at a big four accountancy practice, a prestigious investment house and a large single-site law firm. My expertise allows me to deliver bespoke tax, investment, pension and estate planning advice within long-term financial plans. I am also a Chartered Financial Planner and received an award from the Chartered Insurance Institute for achieving high marks in that process.
One of the key reasons for my recent move to Partners Wealth Management was to join a firm that has investment independence along with award-winning client service. Therefore, my clients can benefit from these, along with incredible support and resources to ensure that I can do the best for them.
Partners Wealth Management provides access to a range of cash flow modelling and tax optimisation tools to help with my planning advice, as well as a wider private office. This allows me to assist clients with their other needs, such as mortgage advice, cash management, tax compliance, legal work and foreign exchange.
I live in Harpenden with my wife and two young daughters. Most of my spare time is spent with my family but I also enjoy playing and watching a variety of sports, in particular tennis, golf and football. I love traveling, although it’s not quite as relaxing as it used to be with two little ones in tow!