“My job isn’t just to grow your wealth – it’s to give you the freedom to be present.”
As a wealth management consultant based in Abingdon, I help individuals and families build, protect and preserve their wealth through clear, holistic financial planning.
My approach is built on the belief that strong financial planning starts with solid foundations. Before focusing on investment growth, it’s important to understand a client’s wider circumstances, objectives and concerns. I work closely with clients across areas such as pensions, investments, protection and Inheritance Tax (IHT) planning, helping them make informed decisions with confidence.
Wealth management is about far more than investment performance. It’s about understanding what matters most to each client and creating a plan that reflects their goals, family circumstances and long-term ambitions. Many of my client relationships develop over a number of years, often supporting different generations of the same family as their needs evolve.
Every client is different, and I adapt my approach accordingly. Some clients want detailed cashflow modelling and a deeper understanding of the numbers, while others simply want reassurance that their plans are on track. My role is to provide thoughtful, practical advice in a way that suits each individual.
Having grown up and continued to live in Abingdon, I’m proud to support clients both locally and across the UK. I believe trusted relationships are built through accessibility, responsiveness and a genuine commitment to helping clients achieve their objectives.
Outside of work, I’m a husband, father and keen cricketer. Having played county age-group and Premier League cricket, I learned the value of discipline, preparation and staying calm under pressure, qualities that continue to shape the way I support clients today.
Ultimately, my aim is to help clients feel confident about their financial future, knowing they have a clear plan in place and a trusted adviser to guide them as life changes.
