I work in close partnership with my clients. I advise on clients from all walks of life including Medical, Media, Sports, Entertainment and Professionals who have very busy lives. Regardless of background all like to find a Trusted Adviser who can assist them with their planning to secure their Future Wellbeing.

About me?

I graduated in 1981 and joined a graduate programme in Financial Services. Following this in 1985 I established a directly authorised Financial Services business in conjunction with a Firm of West End accountants.

In 1988, having gained a wealth of experience with both individual and corporate clients I joined R & S Associates as a Partner.  During this time I continued to develop Professional Connections with Accountants and Solicitors, advising both individual and corporate clients.

I chose to ally R&S Associates with HFMC Wealth in 2023 so that I could provide a greater range of services to my high net worth clients, something that was difficult to do as a smaller firm.

Away from the office, I have a passion for music and in particular, Jazz. I also have a passion for climbing mountains and have done so for many years, although the mountains seems to get higher and harder as the years go on!

Other qualifications

• Fellow of Personal Finance Society (FPFS)

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I am lucky enough to have a small number of incredible clients who I enjoy helping particularly at important junctions in their lives. They are interesting and successful people who have helped me gain a broad understanding of the challenges they face and the ways they meet those challenges.

Primarily my clients are professional investors and their families, interesting people that I like to spend time with. It is a vast range from investment bankers, tech professional and entrepreneurs to partners at the Big Four.

About me?

In addition to my private client work, I am an Executive Director at HFMC having joined the board in 2012 where I am responsible alongside the Executive Board for the strategic growth of the business.  I’m also a member of the HFMC investment board, providing oversight of our investor solutions, with a particular focus on our alternative investment proposition.

I’m passionate about great service and positive outcomes, which comes from a detailed understanding of the goals and aspirations that each client has.

My time away from work is happily dominated by my family, as we have four children all still in full time education. When I am not driving the children to their many and varied activities, I play hockey for my local team at the weekends and enjoy the occasional game of golf.

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My clients are diverse and range from young professionals, to those looking to manage their wealth for retirement. There are also those clients who have experienced various life events, such as divorce or a death in the family, which of course can be overwhelming for the individuals and significantly affect their financial plans.

About me?

My belief was I shouldn’t go to university unless I knew exactly what I want to do for my career and it required a degree as I was eager to begin adult life and didn’t want the added student tax burden. Therefore, I finished college in 2010 and started work in hospitality to get me going whilst I worked out what I really wanted to do for the rest of my life!

After buying my first property three years later, I had realised my passion for personal finance should be my career, after all, when recognising something you are so enthusiastic about can be your career, I knew I had to do it!

I begin working at a major high street bank as a Personal Banker in 2014 where I gained experience helping families and business owners achieve their financial goals.

Today, I am a Senior Private Client Adviser having joined HFMC Wealth in 2019 and as my passion is helping families achieve their goals and aspirations, I was very keen to do so in a holistic financial planning environment. So, I made the easy decision to join HFMC, a fully independent firm of Chartered Financial Planners.

Outside of work, I am kept busy with my two young children who enjoy gymnastics and bedtime stories. I try to get out on my motorcycle as much as I can in my spare time (including the odd track day!) as I am passionate about engines. I also love to travel and always try to ensure my next trip booked.

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I am privileged to work with clients I respect and admire; creating smart solutions for them and helping them mould their wealth to their lives, sharing their amazing life journeys along the way. I specialise in cash flow planning, asset structuring, pension transfers along with the technicalities of estate and succession planning.

I work primarily with high-net-worth individuals, families, entrepreneurs and senior executives with £1m+ of investable assets. My clients often need help coordinating pensions, investments, tax planning, cashflow modelling, business sale proceeds and intergenerational wealth transfer into one long-term financial plan.

I have been recognised and recommended in the Spears 500 guide for Ultra High Net Worth individuals. Spears is known as the “Michelin guide of Wealth”.

About me

I am married with two children, having met my wife overseas whilst living in Japan. I love great wine, fantastic food and enjoy watching rugby and playing tennis. I am straight talking, and am inspired to help people use their wealth to be good to themselves and compassionate to others. I volunteer with the Personal Finance Society to help educate young children about finance and am an Ambassador for Insuring Women’s Futures, seeking to bring financial equality for women.

Other qualifications

• Fellow of Personal Finance Society (FPFS)

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