Wealth Management Consultant
I first began my financial services career in 1987 with a large high street bank before joining RSM Tenon in October 1996.
In 2013 I moved to Taylor Patterson, which merged with Mattioli Woods in 2015. I am responsible for financial planning strategies for high-net-worth individuals and manage a large client base across the UK. I offer specialist advice that includes tax planning, retirement planning, strategic financial planning and family protection.
I am a Chartered Financial Planner and have achieved fellowship status. I also hold the Society of Trust and Estate Practitioners (STEP) Certificate for Financial Services.
Outside of work I enjoy the frustrations of playing golf and relax with long walks on the beach.