Expertise
- Pension Planning
- Wealth Management
- High Networth Insurance
- wealth preservation
- Not for Profit
- Mortgage Advice
- Family Business
- wealth preservation trusts
- Alternative Investments
- High net worth individuals
- Charity controlled investments
- Trustee controlled investments
- Cash flow modelling
- trustees liability
- Cash Flow Planning
- Pension Consolidation
- Cash Flow Solutions
- Pension Advice
- Cash Flow Forecasting
- Buying & Selling your Business
- Investments
- Investments, Retirements
- Protection and Insurance
- Wealth Preservation and Growth
- Family Business Advice
- Cash Flow Optimisation
- Pension advice & transfers
- high net worth divorce
- Financial and Tax Planning
Summary
I am a results-driven financial adviser with over 17 years’ experience in top-tier wealth management firms looking after high net worth individuals and their families.
We provide personalised advice and create bespoke wealth management solutions for discerning private investors, corporate clients and fiduciaries throughout the UK and our range of services covers all aspects of pensions, investments, protection (personal and business) and mortgage advice.
I am FCA registered and a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
Specialties include the following:
• Traditional and alternative investments: equities, fixed-income products, structured products
• Specialist investment mandates
• Tax-efficient wealth solutions and wealth structuring
• Cash management planning
• Business exit strategies
• Family Offices
• Charities and Trustees
My aim is to build long term relationships based on trust and integrity, helping you to preserve and accumulate wealth through dynamic investment strategies which are reviewed regularly.
I provide my clients with a genuine ongoing relationship together with my dedicated team based in our offices in London and Canterbury. I pride myself on being readily available for my clients through their changing life circumstances and working tirelessly on their behalf.