Based in Wendover, Buckinghamshire, I offer tailored wealth management advice to clients based in London and across the Home Counties.
Prior to joining the financial services industry, I spent two decades working within the Media and Advertising sector, both on the agency and sales side. I established many key long-term working relationships with individuals, agencies and marketeers within this sector due, in part, to the insight and understanding that I have for their specific requirements – both from a personal and a corporate perspective.
My philosophy throughout my career has always to put the client firmly at the heart of everything I do. To listen and gain an in-depth understanding of their specific requirements or aspirations, which enables me to present them with the very best tailored, relevant solutions. I seek to empower my clients to be able to make informed decisions, but safe in the knowledge I’m there for the long term to ensure we adapt along with their changing lives and circumstances – whether they’re looking to make, save, grow or protect their wealth.
I place an emphasis on my personal development, to ensure my industry knowledge remains current and relevant. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
The majority of my spare time is spent with my young family, enjoying the great outdoors of the Chilterns on our doorstep. I play an active community role on the Wendover Parish Council, and frequently offer my services at my girls’ respective school PTAs. I also actively participate to raise funds for the St. James’s Place Charitable Foundation – which last year raised 10million towards supporting grass roots children’ charities.