I have worked in financial services for over 30 years. During this time, I have helped clients understand how their wealth can meet their objectives.
Typically these objectives involve building and protecting wealth, enjoying it during their lifetime and passing it on to their families.
By providing a sincere, thoughtful and collective service to clients, we gain a deeper understanding of their objectives. This enables us to form long-standing relationships with clients and their families.
My specialist advice areas are:
- vulnerable clients
- court of protection
- trustee investments.
Outside of work, I enjoy spending time with my family in the countryside or on the south coast with our labradoodle.
- CII (Fellow of Certified and Chartered Financial Planner)