Biography:

I provide overall financial planning solutions for individual clients.
With over 25 years of experience and the Chartered Financial Planning qualification (the Gold Standard for Advisers) and also, importantly, the ability to express complex financial concepts in simple terms, I feel well equipped to provide this service.

Firstly, I endeavour to have a clear understanding of my clients’ short and long term financial objectives. I then design a plan to achieve those goals and help to implement the plan. This is then monitored at regular intervals to take account of any changes in the clients’ circumstances or objectives, conditions in the market place and the legislative landscape. Any necessary changes to the plan are then discussed, agreed and implemented.

Outside the office I enjoy motor racing, rugby, classic cars, Italian Opera, photography and art. Memberships include Friends of the Royal Academy, Goodwood Road Racing Club and the National Trust. I am married with two children.”