Based in London, I provide wealth management advice to clients both within the City, and more widely throughout the south of England.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Charity is also important to me and I regularly give / participate in events etc.
In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as an estate planning Partner. However, as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.