I have more than 32 years’ experience working in the banking, financial services and wealth management arenas. My clients are a mix of medical practitioners, professional partners, executives and sportsmen.
I have developed strong working relationships with accountancy professionals and their clients for over 14 years and so my client range extends from the small to large, with high net worth individuals and companies who require corporate employee benefit schemes to be established and administered, as well as advice and financial planning for UK and non-UK domiciles and trusts.
Key areas of work involve investment management, estate planning and pension analysis of occupational and personal arrangements, along with the thoughtful interaction of this planning with other tax strategies.
I am a member of the Chartered Insurance Institute and the Personal Finance Society.
Outside of my business I like to play most sports including football, cycling and swimming – and trying to keep up with my two teenagers much to the bemusement of my long-suffering wife.