I joined Partners Wealth Management in June 2015 having spent over 27 years working in the financial services industry. My last 15 years have been at Lloyds Private Bank advising high net worth individuals and trusts with a view to both preserving and growing their wealth. My clear aim has always been to make sure clients are on track to meet all their long term financial objectives and are aware of opportunities open to them.
I specifically joined Partners Wealth Management as they give me the opportunity to offer my clients truly Independent Financial Advice and access to market leading Investment propositions at a highly competitive cost.
I provide tailored solutions utilising our Tax Optimization Strategy, ensuring my clients maximise tax efficiency, and regular reviews ensure we remain on track to achieve my client’s goals.
I pride myself in being able to communicate often complex planning solutions in a simple, clearly understood manner.
Outside of work I am a keen scuba diver, particularly seeking out encounters with sharks; and I enjoy playing golf, when I can spare the time away from my young family!