How can I help you
I am a Chartered Financial Planner with over 20 years experience in giving advice to individuals as well as businesses. My focus is always on ensuring the right outcome for my client, and this can often be within areas they hadn’t previously considered.
My areas of specialism are around advising clients on their tax opportunities and the setting up and running of trusts as well as planning around their investment and retirement strategies, but I can help support clients with all areas of financial planning.
I believe there is a lot of benefit from working with businesses as this is often where the greatest value for clients can be found, but have always been drawn to the complexities of the more technical aspects of planning generally which can result in considerable savings and benefits for individuals also.
Delivering what you really need
Having become a Fellow of the Personal Finance Society in 2014 I have pushed myself to maintain and enhance my knowledge and expertise in all areas related to financial planning as I believe that credibility and trust in your advisers is a key part of building a working relationship.
I will often work closely with a number of other professionals when advising to ensure the right outcome for clients is achieved, and am happy to work as part of an advice team.
What else should you know?
Outside of work I am chair of the board of governors for a local independent girls school which I enjoy as it allows me to be involved in an area that I would not normally be exposed to, and generally enjoy being involved in local events.
I’m married with two daughters and a Labrador, and enjoy spending time with my family and walking in the North Essex countryside.
I play golf badly, although enjoy the social and outdoors nature of the sport, and have an interest in most sports.
I am always happy to discuss how I am able to help, and will be open if this is not something I am able to do.