This is now my 30th year working in financial services. I have worked for many years advising doctors and dentists, and more recently, high net worth individuals, advising on all areas of financial planning.
Over this time, I have been fortunate to meet and advise many families on their financial circumstances. It is rewarding to see financial strategies we implemented many years ago come into action from early retirement, investment objectives and longer-term passing wealth down to the next generation as efficiently as possible.
My philosophy is easy. Building trust and understanding of each individual’s needs and objectives and implementing a strategy to achieve what they want. I hope I listen well and then, getting to know clients, help fine tune solutions to ensure bespoke and tailored advice to the individual.
I chose to set up my own company after a career of working for big PLC’s and independent companies to ensure I could deliver the service I believe clients want and deserve where they are the center of the financial advice and the most important part of my business moving forward. I am a great believer in independent advice and hence this is core to my firm.