What matters most to our team both at work and in personal time:
Professionally – my focus is on technical fund and strategy performance; providing deep-dive analysis and detailed evaluation and recommendations for optimising our portfolios. Leaving no stone unturned in trying to solve the constantly evolving puzzles presented by the financial markets.
Personally – living in Spain matters to me and I am fortunate to be able to work at home and watch my three young children grow up by my side.
My Experience
I have been working in financial planning and as a investment management consultant for 20 years, specialising in
Qualifications
Meet the rest
of our team
As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
