In the first stage of my career, I was instrumental in developing fashion, travel and health businesses. I realised early on that my main interest lay with advising people on financial matters. So, I moved in to personal financial services, where I could see the huge benefits that skilled advice and implementation could bring to a business.
Whilst my practice deals with all aspects of finance and wealth management, I have continued to build my specialist areas of Trust* and Estate Planning, together with Investment Planning.
As well as my portfolio of personal clients, I enjoy working with a number of corporate clients who appreciate the benefit and importance of regular, goal-focused financial planning.
We also deal with the increasingly complex field of retirement planning; residential and commercial mortgages*, project and structured finance.
*Trusts and commercial mortgages are not regulated by the Financial Conduct Authority.