I became a financial adviser in 1998, moving to Partners Wealth Management in 2005. I provide advice in all areas of financial planning to a clientele of city professionals, individuals who have come into significant capital sums, and trusts.
My role is to help clients navigate through the labyrinth of financial products, providing bespoke solutions that combine tax efficient structuring with solid investment management. My clients expect high levels of service and underpinning these relationships is my desire to enable my clients to make informed choices.
Part of my role is to advise on investments with integral tax benefits. I work as part of the tax planning team researching this market and where appropriate advising on non-mainstream investments opportunities.
I am married with three children and enjoy music and outdoor pursuits, particularly sailing and skiing.