Managing Director, Chartered Financial Planner - Member of the Investment Committee
What matters most to our team both at work and in personal time:
Professionally – it matters to me that we provide a professional, welcoming, proactive and family-focussed holistic financial planning service to our clients and their other professional advisers.
We understand that listening matters so that we can ensure objectives are met and wealth is preserved. We strive for perfection but recognise that on rare occasions we can get it wrong, and it matters that we deal with mistakes fairly, quickly and learn from the experience.
Personally – what matters is time with my family, active and social weekends and playing and umpiring hockey and hopefully some skiing every year.
I have been working in financial planning and wealth management for over 33 years, specialising in;
- High net worth holistic planning for families
- Business owners / Entrepreneur planning
- Pension Transfer Advice
- Chartered Financial Planner
- Pension Transfer Specialist