In many areas of our lives we employ professionals to bring skills, experience and knowledge to help with life's challenges. My skills, experience and knowledge extend deeply into the area of wealth advisory and I help wealthy clients to plan for their future, ensuring they can protect, build, enjoy or simply just pass on wealth to their family.
My clients tend to be those that have had an owner-managed business that they are selling or perhaps someone who has come into wealth through inheritance or lottery. The common factor that binds all my clients together is they all need help from a professional to understand what the wealth means to them.
It's only by spending time together that you can really explore what is important to people and what their goals are, and understand how to put a bespoke plan together so that they can achieve their aspirations and maximise their wealth.
As head of wealth advisory, I work with my senior leadership team to ensure that our clients' needs are met and we deliver an outstanding client service. I am fortunate to work with talented individuals who drive our service offering.
Outside work, I like to spend time with my family, who are very important to me and a key driver behind my personal values and aspirations. We spend a lot of time on the south coast in the New Forest where we like to walk and enjoy the quieter side of life, such as time on the beach or fishing.
- Certified Financial Planner