Cash Flow Planning
High Net Worth Private Clients
I am a highly experienced Chartered Financial Planning professional with over twenty years of industry experience. I joined HFMC Wealth as Chief Operating Officer in 2018 having previously been Head of Wealth Planning at both C. Hoare & Co., the UK’s oldest privately owned bank, and also Fleming Family & Partners (now Stonehage Fleming, the largest International Family Office in the EMEA region).
I am responsible for HFMC Wealth’s advice and service proposition as well as operational efficiency. I am a Fellow of the Personal Finance Society, a Chartered Financial Planner, and an assistant examiner for the Chartered Insurance Institute in the subject areas of holistic financial planning and pension transfers. I hold the specialist qualifications required to provide final salary pension transfer advice and long term care planning.
I look after a select group of clients and specialise in asset structuring, cash flow planning, pension transfers along with the technicalities of estate and succession planning.
I am married with two children, having met my wife overseas whilst living in Japan. I love great wine and fantastic food and enjoy watching rugby.