Chartered Financial Planning Consultant, MCSI in Chesham
With over 30 years of investment management experience at firms like General Accident and BNY Mellon, I am passionate about helping people to achieve financial security and peace of mind.
Having retired from the city in 2019, followed by five years as a Non-Executive Director with a retail investment advice and management business, I now use my expertise, backed by qualifications from the Chartered Institute of Securities and Investment, to help clients with all aspects of their finances.
I look to build long term relationships based on trust and transparency to provide a financial plan unique to each client, building financial security for them and their loved ones.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Home contents insurance, buildings insurance.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Chesham
Buckinghamshire
HP5
United Kingdom
I am located in Chesham and serve an area including Amersham, Beaconsfield, Berkhamsted, Wendover and the surrounding areas.
I’ve learned from personal experience that planning for the future is not always easy. It often calls for the guiding hand of someone you trust, someone who’s taken the time to get to know you and understands your financial goals. Equally importantly, someone who comes at the issues you’re facing from your side of the table.
Each of my clients has their own unique story and I make it a priority to find out what drives them - their values, ambitions and objectives. With a long-term approach, I will work alongside you as a reliable partner, always there with the advice and support you need.
Making significant financial decisions can be challenging alone - you can never be fully sure what you may have missed. Objective, expert guidance from someone who fully understands all the issues from the inside can be a vital confidence builder at these times. That is where I come in - clarifying and making sense of your finances, putting in place investment plans for the future and crucially, tracking progress to make sure they deliver results.
I have been working in financial services, nationally and internationally, for over 30 years, primarily in investments and enjoy drawing on that experience to guide, support and educate my clients.
Outside of work, I am a governor at a local primary school and I help out with a charity, The Theatre Shed. If time allows, I can be found pottering in the garden, walking in the countryside with Finn, my springer spaniel or taking trips in my 1960’s classic car – on those occasions it starts!
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 17 October 2024.
