Deciding whom to trust with your money and future is never an easy choice. Having looked around my website, you might wonder what qualifies me to give you advice and why would you choose me
So, why choose me? Some career Highlights:
Over 30 years in financial planning | Created and managed companies in UK, Europe and Middle East | Worked within specialist team offering advice to high net worth clients within Barclays Bank | One of the most highly rated advisers working within the independent arm of the Woolwich Bank | Given tailored advice to both banks and Ministers of State | Broad range of advice to high net worth individuals: Investment, retirement planning, tax efficiencies, estate planning, family protection | Member of the Chartered Institute for Securities & Investment
Financial planning is becoming ever more complex, particularly for high net worth individuals. It requires intimate knowledge of your personal circumstances, your end goals and the multi-various investment vehicles in the global market and their associated risk profile. It is highly skilled financial matchmaking to achieve your work-life balance end state, often incorporating retirement planning, strategic investment growth and inheritance tax mitigation.
Every client that I meet is unique. Accordingly, I firmly believe that you deserve individual attention and bespoke expertise. Yes, it does take careful planning, some clever innovating thinking and an advisor that really understands you, your needs and your aspirations to make the most of your wealth and secure your future. But the end goal is well worth the journey. I have long-standing relationships with clients, in some cases well over 20 years and spanning generations. Such relationships are based on truth and trust – for which I have become known – without which, they don’t endure. As such, it is rare that I embrace new clients without personal referral.
There has never been a better time to take advice from someone that has proven trustworthy over time, as ultimately I want to give you the financial peace of mind that you deserve to live the life that you want, and keep living that life without worry. I am very proud that clients have benefited from my service and guidance during the past 30 years. Together, I firmly believe that we can achieve the preferred lifestyle for you and your family. Ultimately, I want to give you the financial peace of mind that you deserve.