Hello and thank you for finding out more about me. I look forward to meeting you and helping with the most important aspect of your life, apart from your health, to achieve your financial wellbeing.

Before pursuing a career in finance I completed a law degree. Since then I have been a financial professional for over 24 years, with more than 13 years as an adviser. This includes 5 years advising families and business owners in Australia. There I reached the equivalent of Chartered status and I am almost at the same level here.

I work closely with my clients to provide tailored, inter-generational financial planning to achieve long-term goals and objectives. We work together to establish what is important to you and to identify what you want to achieve. Once we establish what financial freedom is to you, we can put in place suitable plans and work together over time to achieve that.

Apart from long-term financial planning, I primarily help clients with pension advice, including final salary/defined benefit schemes, small business advice and also individual and corporate protection so that you and your family are looked after in the event of illness, injury or passing away.

I work across the South-East, mostly in London or close to home in Essex. I can meet you in person either at your home or office, or at our office in central London.