Testimonial
“We want to take this opportunity to thank you for the superb service you have provided. It has been a real pleasure working with you. You helped us structure our thoughts and we are now enjoying a full and satisfying retirement.”
Retired City Professional
Over the past three decades, I have learned that good financial planning should involve a highly personalised service and this can take many different forms, depending on an individual’s needs. For me, this makes for a fulfilling professional life where I feel I am genuinely helping others.
I use my skills as an independent Chartered Financial Planner to carefully analyse each client’s needs before selecting the most appropriate solutions from across the marketplace. Partners Wealth Management offers me and my clients this freedom to ensure any planning is optimised from outset and then between each review meeting.
I develop long-term client relationships with individuals and families who are serious about their future planning and wish to use my experience to ensure their future financial security is in safe hands.
The clients I advise have differing backgrounds and experience and are at all life stages – from those accumulating wealth to those in retirement focused on estate planning. I treat every client as an individual and give them the time and safe environment to explore what is important to them. It is only when I understand this that an effective financial plan can be put into place.
I have also been fortunate enough to support and mentor less experienced financial planners throughout my career which has helped me to pass on the skills I have acquired and ensure there is a ‘next generation’ of like-minded professionals coming through.
Away from work, I am married with two grown-up boys and live on the Surrey/Sussex borders. I enjoy cycling, keeping fit and watching rugby. I also have an interest in domestic and international politics.