Chartered Financial Planner
What matters most to our team both at work and in personal time:
Professionally – building and maintaining long-term client relationships to help our clients to achieve their financial goals.
Personally – spending quality time with my wife and three young children and supporting my football team, Luton Town.
I am a Fellow of the Personal Finance Society and have over 20 years experience working in financial planning and wealth management, specialising in
- Pension planning
- Cashflow planning
- Tax planning
- Estate planning
- Intergenerational planning
- Chartered Financial Planner
- Society of Trust and Estate Practitioners – Trusts and Estate planning
Currently studying towards Advanced Certificate in Trusts – Law and Practice