Based in Hertfordshire, I provide wealth management advice to clients both within the City of London, and more widely throughout the South East of England.

I have always worked in the financial services industry, gaining robust experience in the mortgage and insurance market prior to attaining my financial planning diploma and moving on to provide my clients with a high calibre of financial advice across many of their respective need areas.

I specialise in retirement planning for all income earners (especially high earners), tax efficient profit extraction from businesses and effective estate planning with the use of trusts*.

I am commited to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

Outside of my business, I am a keen golfer and runner however I take an interest in a wide variety of sports.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.