I joined Partners Wealth Management in May 2021 after 14 years as a senior wealth manager at Barclays. Prior to this I spent 7 years at UBS Wealth Management, where I learnt the foundation skills to become a trusted adviser to high-net-worth and ultra-high net worth individuals, their families, companies and trusts. My particular focus is on sophisticated investors and I have a wealth of experience working with clients in the financial market’s ecosystem, directly as executives or indirectly as business founders accessing growth capital.
In joining Partners Wealth Management, I genuinely believe I’ve found the best-in-class advisory firm for my clients where my advice can be truly independent and unconflicted. I use financial planning as the bedrock in all conversations with clients and prospective clients to ensure financial assets are structured efficiently to meet long term financial objectives.
I live in West Sussex with my wife and two children. I very much enjoy riding my bike and playing golf when time permits outside of family life.