My first job was as a graduate trainee with a boutique firm of investment managers in the City of London. After a successful spell learning the ropes, I left to join one of the largest financial services groups in Europe, where I spent almost 15 years and progressed to a senior role based in the West End of London.
Working with some of the UK’s leading financial services practitioners, I amassed a wealth of experience in the key areas including retirement planning strategies, investment management and creative tax planning for private clients.
When the opportunity arose to join a small but ambitious advisory practice, I decided to move on and become a founding Director of Capital Asset Management. I head the team of financial planning consultants and provide specialist advice to an exclusive group of high net worth private clients.
I live in London and enjoy travelling and most sports, including rugby, tennis, football and playing golf – badly!
Practice areas:
- Wealth Management
- Strategic financial planning
- Retirement planning and income options
- Investment portfolio advice
- Creative tax planning
- Wealth transfer and Estate planning
Professional associations:
- Member of the Institute of Financial Planning
- Member of the Chartered Insurance Institute
- Member of the Personal Finance Society (Cert PFS)
Qualifications:
- FPC 1, FPC 2, FPC 3
- Advanced Financial Planning Certificate G60
