I have been providing financial planning and wealth management advice to clients for well over 20 years. To me, the most rewarding part of my role is spending time with clients, getting to know them and building a long term relationship of trust.
I typically work with private individuals, business owners and trustees. I always want to ensure I fully understand my client’s current circumstances and future plans and goals personally, as well as for their wider family and business. From this, we can develop genuinely tailored planning that we can review and evolve over time.
As Wealth Advisory Regional Head in the South of England, I work with a team of advisers across a number of our offices, who all strive to provide outstanding service to our clients.
Outside of work, enjoying time with my family is my biggest pleasure along with keeping fit by walking and cycling. I also have a keen interest in cars and motorsport and as a family we are regulars at Goodwood’s motorsport events.
- Diploma in Financial Planning