I am always happy to share my philosophy and knowledge with others by speaking passionately at a variety of industry and media events.

I was awarded Fellowship of the Chartered Insurance Institute in September 2016. Fellowship of the CII is universally regarded as the premier qualification for those working in the financial services industry. This qualification confirms technical knowledge and know-how and as such I am required to ensure the advice, service and ongoing support based on your needs will continue to be of the highest quality.

I put together bespoke financial solutions for my clients and particularly enjoy working with family groups to assist them with long term intergenerational planning. I work closely with my clients other professional advisers to ensure they receive the best advice possible to suit their needs. It is not unusual for me to introduce specialist legal and tax advice where required to ensure that all angles are covered making the process simple and saving valuable time.

I have built my business solely on introductions from private clients and working alongside other professionals. I strive to develop a deep understanding of your personal situation to build a customised strategy that is designed with your best interests and long term goals in mind.