I am a Chartered Financial Planner specialising in trustee investment planning, including personal injury trust and deputyship cases, in addition to supporting clients with estate and inheritance tax planning. Working closely with solicitors, I construct investment portfolios and strategies to meet the needs of trustees and beneficiaries who have often suffered life changing injuries.
My work has included investment planning and advice for multi-million-pound trusts, assisting clients in removing potential IHT liability from their estates, and constructing investment strategies for a number of substantial personal injury awards.
My aim is to remove any stress my clients may be feeling about managing their wealth by listening to them and understanding their needs, before leveraging my knowledge and expertise to assist them in meeting their financial goals.
Away from the office, I take a keen (if not very active) interest in cricket and rugby, having sadly been “retired” from competitive sport. When I’m not ferrying my children around, I also enjoy general knowledge quizzes and hacking my way round golf courses.