Since 2019, I’ve advised over 300 clients, predominantly Directors of family run businesses and City-based professionals, in creating personalised strategies that carefully address their individual financial objectives.
As an independent financial adviser, previously with a small family run business and with now Fairstone, I offer independent advice supported by robust institutional expertise. With a Master’s degree in Finance, specialising in portfolio management, I bring a depth of analytical expertise that allows me to explore complex inheritance tax and investment strategies and be able to break them down into clear, meaningful and actionable insights, in which a bespoke financial plan can be created from.
Financial planning is fundamentally about understanding someone’s unique journey and aspirations. My approach begins by listening – taking time to understand what truly matters to you before discussing any specific financial products or investment recommendations. This process allows me to help create a financial plan and agree a direction of travel, before we get into the technical details of how we achieve it.