About

I am known for taking a long-term approach to building relationships – as Warren Buffet said, “it takes years to build relationships and 5 minutes to lose them”. I pride myself on giving comprehensive advice and helping my clients achieve their financial goals – from helping them to buy a home, to provide for their children, to preserve their wealth for them and for their beneficiaries in a tax efficient manner.

I give financial planning advice and support to wealthy individuals and entrepreneurs at all stages of their businesses. As a representative of St. James's Place Wealth Management, I have the resources and expertise of one of the largest wealth management firms in the U.K. along with the ability to build my own business as a self employed person. This enables me to build genuinely long-term relationships with my clients.


Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.