I specialise in giving wealth advice to individuals, trusts and corporates. This includes how to protect, build and pass it onto their families.
I invest time in getting know my clients and their businesses. Clients have said that I have helped them understand how their wealth can work for them. Having a deeper understanding can make a real difference to what clients do in the future as well as help them reach their ultimate goals.
My clients are from all walks of life including owner-managed businesses, those who are selling their business and trusts. In addition, many of my clients have come into wealth through inheritance or lottery wins.
Outside of work, I am a proud father and grandfather. Much of my time is devoted to my family. I also coach youth baseball in Leicester and manage the United Kingdom under 10s National Team. I find time to unwind through yoga and meditation, plus I am an avid record collector.
- Chartered Financial Planner
RT @andypuddicombe: Over the years, some of you have asked for our content in a female voice. Try as I might, I just can't pull it off. Tha…