Independent Financial Adviser
My career began in corporate banking when I worked for UK and overseas banks. In 2010, I joined my brother, Mark, at Riverstone Wealth Management where I was a director until the Company was acquired by Fairstone in 2026.
I focus principally on pre and post-retirement planning, investment, and estate planning. I hold the Society of Trust & Estate Practitioners (STEP) financial services qualification.
I seek to work with clients to create a clear vision of how they wish to live, both now and in the years ahead. In every aspect of financial planning I focus on making complex concepts simple. I want clients to understand how their money can work for them to help take them from where they are now to where they would like to be.
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