Based in London, I provide wealth management advice to clients both within London, and more widely throughout England.
Prior to joining the financial services industry, I spent 10 years working in engineering solutions. As a consequence, I have a methodical and solution oriented approach to financial needs; ideal, I think, in creating bespoke solutions in consultation with firstly the client and as necessary other experts, and explaining them to clients – whether these be personal or corporate – to jointly plan the best way ahead for your financial future.
In this fast moving digital age, many of us feel the need to have someone that we can trust to discover how our financial needs and aspirations are best met. I continue to feel that the key to this is not online, but face to face, (although embracing technology is a must) and in relationships that can, and do, span decades. With a team of qualified, valued and professional individuals, whether they be accountants, solicitors or financial planning experts, this can be achieved. I, for one, value this approach, and my clients do too.