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.