Having spent over 20 years advising a wide range of clients in the financial services industry, I recently joined Partners Wealth Management.
I enjoy building long-term partnerships with my clients to ensure their long-term financial goals and objectives are understood and remain on track, with a particular focus on preserving wealth through the generations. During my career, I have had the privilege of working alongside a wide range of high-net-worth individuals and their families from a variety of backgrounds.
Partners Wealth Management allows me to represent my clients to the highest standard with the reassurance and comfort that true investment independence provides, allowing me to focus on what is important to them, providing solutions tailored to their individual needs and requirements.
My experience informs me that clients value trusted jargon free relationships, both of which I strive to achieve, whilst delivering on the important financials through sensible tax planning, underpinned by robust investment selection.
Outside of work, I enjoy spending time travelling with my family, and trying to keep active either cycling or continuing my long journey with Brazilian jiu-jitsu!