About Me

I have devoted the majority of my working life, now spanning over 40 years, to helping others make the most of their money and realise their financial goals. For 25 of these years I was a senior partner in an independent wealth management company.

My mission is to help clients make the most of their money and realize their financial goals. However, I do this with a difference.

I focus upon promoting the development of lifelong relationships with clients, built on mutual trust and understanding, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

The tailored service I provide to you will include:

– Face-to-face meetings

– Availability to speak on the telephone between review meetings to discuss any financial matters important to you as your needs change over time

– Correspondence and literature that is clear and easy to understand

– Clarity and guidance in all aspects of your financial wellbeing

Through our regular client service review* meetings I will:

– Understand your financial circumstances and objectives

– Fully review your financial goals and adapt to any changes

– Help you maximise your annual tax allowances

– Help you to review your appetite for investment risk as your circumstances and priorities evolve, ensuring your investments continue to meet your requirements

Working together, you will:

– Have a clear understanding of your personal and financial objectives

– Have a plan in place that is risk-adjusted and aligned to your objectives

– Have a proactive process in place to review your financial plan and consider ongoing advice opportunities as your needs change over time

The range of communications available to you include:

– TIPS magazines and latest news accessible via my website

– Access to portfolio valuations online and on mobile devices and a secure messaging facility

*Subject to a Client Support Agreement being in place. The Client Support Agreement provided to you during the advice process will fully detail the support that will be provided and the associated costs for this.