I have 20 years in the private banking and financial planning industry. Before joining Fairstone I worked for Morgan Stanley, UBS, Royal Bank of Canada before becoming a financial planner at Tilney Smith & Williamson.
Many of my clients are still planning their retirement but I also provide advice to at- and post-retirement clients. I advise on investments, pensions, protection and estate planning needs in order to help clients meet their goals and dreams.
I provide a high quality, personal and holistic financial planning to private clients, trustees and business owners which are tailored to meet their objectives. Trust, building relationships, and transparency is key.
