I provide consultation services to individuals including medical professionals and company directors advising them on how to improve upon achieving their objectives and promoting efficient investment and pension management.
I am passionate about the need to evolve the financial services industry into a profession. In particular, I am an advocate of the need for clients to receive impartial fee based advice as they become older, wealthier and their affairs become more complex. It is even more important to review your financial plan on an annual basis.
I contribute to articles to journals with the emphasis on my beliefs of mitigating tax, protecting human capital and diverse multi asset class investing thereby significantly increasing the probability of achieving objectives within a financial strategy. A concept that is crucial, taking into account the current economic climate.
Chartered Financial Planner, Certified Financial Planner,