Director/Chartered Financial Planner
Chartered Financial Planner and member of The Society for Trust and Estate Practitioners. I deliver high-quality financial planning advice which makes a real difference for people.
I have a wealth of experience in pension and investment management, working with clients to create tax efficient plans for their future and take great pleasure in seeing those plans evolve and come to fruition over the years.
I work predominantly with wealth clients, providing appropriate financial solutions and long-term plans to meet their needs in their lifetime, as well estate planning solutions for that later day.
In my spare time I enjoy spending time with my family and keeping fit. At the weekend, its long lazy bike runs – which always involve a food stop!