Qualifications
At work
Transparency, integrity, client-centricity, and life experience are the pillars of my business. My clients’ needs and interests are central to the way I work.
I help individuals and business owners make decisions about their finances and long-term wealth. I work with clients to develop clear, achievable plans to build, protect, and ultimately distribute their wealth, during their lifetime and for future generations.
With 30 years of professional experience focused on finance, I have a broad understanding of the financial matters that can shape people’s lives and businesses. I qualified as a Chartered accountant in the 1990s and hold the Diploma in Financial Planning (DipPFS) from the Chartered Insurance Institute.
My professional and life experience allow me to offer a grounded, balanced perspective, with advice bespoke to each client and what matters most to them.
At home
I live in Berkshire with my wife and our two teenage children. Outside of work, I enjoy travelling, cooking, sport, and spending time with family and friends. I’m an enthusiastic participant in golf, pool, and sailing, and enjoy the occasional opportunity to watch cricket at Lord’s.