Through being a truly independent financial adviser, I am able to present tailored planning solutions for all my clients’ needs. I like to use technology as part of the advice process to identify planning opportunities, allocate priorities and demonstrate how we can help clients achieve their long-term personal and financial goals. I have developed a keen knowledge of sustainable investments which I feel is an increasingly important part of a client’s portfolio given the current social, environmental and political drivers and the impact that investing can have on the world.
I believe it is vital to continue to learn and develop to best equip oneself for the ever-changing financial arena and, therefore, my clients’ requirements. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, which is the highest qualification accredited by the Chartered Insurance Institute.
My key areas of expertise include:
- risk management and investment portfolio construction;
- tax efficient retirement income planning; and
- estate planning and IHT mitigation.
Away from and the office, I like to travel and keep active, and can often be found playing golf, tennis or attempting to beat my rather unimpressive PB at my local parkrun in Tunbridge Wells.