Summary
Financial Planner working with individuals, families and SMEs to protect and increase their wealth. I help clients:
Establish a plan to achieve their financial goals
Protect their wealth and improve financial security / resilience
Make tax efficient investments
Build a legacy for future generations and or charitable causes
Having worked in Financial Services for over 25 years I hold both the Chartered Accountant and Financial Adviser qualifications and am keen to develop working relationships with:
Employers
Accountants
Lawyers, and
Other professionals