I am a Chartered Financial Planner with 25 years of experience working with a diverse range of clients including professionals, private clients, barristers, country landowners and entrepreneurs.
I am passionate about helping my clients and enjoy building long term relationships and providing bespoke solutions using lifetime cashflow plans to help them achieve their financial planning goals. I also enjoy working with families to help with intergenerational planning, which includes providing estate and trust advice.
I joined Partners Wealth Management as I was drawn by the opportunity to work in a firm which allows me to provide my clients holistic financial planning advice. In addition, PWM has the necessary support in relation to independent investment management, and lifetime cashflow planning. PWM’s Private Office will also allow me to assist my clients in every area of their financial need.
Unusually for a financial planner I am also a qualified Chartered Surveyor. This gives me specific expertise in advising country landowners and entrepreneur clients with land holdings. My early experience was in estate management as a land agent, however, I moved to wealth management and have combined my skills.
In my spare time I enjoy rowing and volunteering at Bath Minerva Rowing Club. I also enjoy spending time with my family and supporting our son as he will shortly be starting university!