Based in Hertfordshire, I provide wealth management advice to clients, both within London, and more widely throughout the Home Counties.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. I have achieved Chartered Financial Planner status at the end of 2016, which is the industry’s gold standard for financial planners, and is currently held by only a select number of individuals and firms in the UK.
I have also reached the status of Fellow of the Personal Finance Society and I am suitably qualified to provide advice to clients with Final Salary Pensions, a detailed and complex area.
This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
Outside of my business, I exercise regularly, play golf, ski, and have recently passed a Padi open water scuba diving course.
In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as a Trusts* and Estate Planning Partner. However, as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning.
As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
*Trusts are not regulated by the Financial Conduct Authority