I am experienced in advising high net worth clients on their investments and wider financial planning objectives, including pensions and tax planning, and I provide peace of mind to clients who are already successfully on target to meet their goals.
I pride myself on being a holistic financial planner, advising in a range of areas including retirement planning, investments, protection, and tax planning.
Outside of work, I am married with children and a miniature poodle called Willow. In my spare time, I enjoy spending time with family, socialising with friends, going to the gym, walking, and putting my feet up with a good book.