I live in Godstone, Surrey with my wife Yasmin and 2 daughters Rudi & Mia. I enjoy golf, skiing, cycling and white Burgandy wine. Our Chow Chow puppy, Yogi, joined us in March 2014.

I've worked within financial services for over 30 years and specialise in increasing my clients' wealth in retirement. I make it Interesting, enjoyable and understandable to plan personal finances, so that clients always leave my meetings smiling and thanking me.

We work with a small number of clients who want a long term relationship with their advisor.

Recognising the increasing volume of information on all manner of financial matters, our skill is to cut through the information over load and explain things clearly, so our clients can take decisions with confidence. Our intention is to demystify financial complexities, so why not view what our clients say about us within the testimonials on Wealth-Strategies website and on Linked in?

MDRT: (www.mdrt.org)
I am really proud to have been invited to present to audiences of financial advisers at Celtic Manor, Wales; UK MDRT day, London 2011; Top of the Table Meeting, Hawaii 2010; MDRT meeting Atlanta USA 2011; presenting to 5,500 in Bangkok 2012, Dublin LIA day 2012, MDRT Ambassador and presenter in China & Hong Kong in 2013.

I believe it is important to share our commercial success with others who are less fortunate and so I make monthly charity donations to the MDRT Foundation and we donate a percentage of our turnover to the SJP Foundation

Video:
Some of my speaking engagements can be seen by clicking here

See our website video introduction: www.youtube.com