I have 17 years experience in providing private individuals, senior executives and business owners with comprehensive wealth management and investment consultancy services.

I have built strong and sustainable relationships with colleagues in the accountancy and legal professions, to provide my clients with a truly comprehensive and integrated financial planning service.

I am one of only a select few practitioners in the UK that has acheived both Chartered Financial Planner and the internationally recognised Certified Financial Planner status, thus being able to demonstrate the highest calibre of professionalism and consultancy.

I provide my clients with a full suite of wealth management solutions including values-based financial planning, investment consultancy, portfolio construction, risk management and tax and estate planning.