Meet The Team
I enjoy the personal contact with clients, getting to know their situations and aims and the problem solving elements within financial planning. It is very satisfying being able to articulate a client’s financial issues and break things down into manageable pieces to arrive at a solution.
My areas of specialisation: Personal investment planning, trust investment planning and financial planning for private businesses.
What do I like to do in my spare time: I enjoy skiing, golf, rugby (although only watching these days – clearly!), cooking and walking the dog. I also enjoy collecting wine.