As a Chartered Financial Planner with over 30 years’ experience within financial services, I enjoy offering bespoke advice to my clients.
I have always worked within the ‘independent’ sector and am committed to holistic financial planning advice, focusing on minimising tax, retirement planning, family protection and inheritance tax mitigation. My career started with Investec, advising both individual and corporates predominantly on pensions. I then moved to National Financial Advisers, Origen and Argentis, where I concentrated on working with professional connections and advising private clients. I have a varied portfolio of clients; from individuals who have just started to accumulate an asset base to those who are already retired and concentrating on distributing wealth to younger family members.
By joining Partners Wealth Management, I will be able to offer my clients a unique service from a multi-award winning firm and allow them to benefit from the use of leading technology, including lifetime cash modelling and PWM’s Digital Wealth Platform.
Outside of the office, I enjoy kayaking and walking holidays, and I am passionate about many sports.