Biography:

I advise on structuring investments in a tax efficient way within the context of a client’s overall financial planning. I aim to help my clients provide for themselves and their family, taking account of succession planning which requires a compromise between retaining ownership and passing on assets to the next generation.

I take a detailed account of a client’s present assets and liabilities. In discussing their aspirations I assess what level of risk can be applied to the investments which will be geared to achieving the desired result.

Away from the office, (now that squash has eventually given me up!) I am very much a family man. I enjoy relaxing as I walk on Primrose Hill and try to make time to catch up on my reading.