I joined Partners Wealth Management at the start of 2013 having spent my earlier career working within Independent Financial Planning departments of accountancy practices.
I have over 16 years experience in the financial services sector working in all areas of financial planning with an emphasis on tax efficiency combined with careful portfolio construction appropriate to all life stages.
I aspire to be a “trusted adviser” for my clients by working closely with their professional accounting, tax and legal advisers with a view to delivering joined up advice that results in value being added.
Having carried out a similar role in my previous position, I work closely with the PWM tax planning team researching and providing bespoke solutions to clients with sizeable and complex personal taxation circumstances.
Prior to joining PWM, I was the Financial Planning Manager within the London office of Crowe Clark Whitehill Chartered Accountants where my clients predominantly comprised high net worth private clients and equity partners of professional practices (including lawyers, patent attorneys and chartered surveyors).
I am married with two children and enjoy travel, sport, music and good company. I am an enthusiastic if sometimes inconsistent cricketer and a keen skier.