Having worked in the financial services industry for well over 20 years, I joined Partners Wealth Management in order to return to being a truly ‘independent’ financial planner, unbiased and unrestricted – working as a trusted adviser – not tied to any particular solution or model.
My clients have either already accumulated a degree of wealth or are in the process of doing so. They are well informed individuals who lead successful lives. They are used to both making their own decisions and delegating where this is time and cost effective.
My aim is to help them to continue to accumulate, enhance and protect their wealth. I do this by providing practical, tax efficient and transparent advice surrounded by a highly proactive service. I prompt my clients to identify their dreams, worries and responsibilities. From this we can design and build plans to achieve their goals. Financial planning at this level is interactive, dynamic and constantly evolving. The plans are never static as professional and personal circumstances and goals change. Therefore an on-going review process is essential.
Financial planning advice, like all opinion, is a function of experience and knowledge. Along with over 20 years of experience in the financial services industry, I became a Chartered Financial Planner in 2007 and I’m now also a Fellow of the Personal Finance Society having passed approximately 17 exams in a diverse range of subjects such as tax, trusts, investments, pensions, long-term care planning and equity release mortgages.
I am married to Sue and our children, Louisa and Ewen, are at Primary School. I can therefore list Disney and Barbie amongst my interests during my ‘free’ time!