Who do I work with?
With many years of experience in international financial planning, clients who seek my advice are typically non domiciled or have an international dimension to their lives.
I provide private clients and families with a framework for their wealth that is portable and tax efficient across jurisdictions. In addition to providing long-term wealth management solutions, I have an expertise in international pension plans.
Many years of working in international private banking has provided a solid base for my knowledge of residency and domicile, offshore pensions, trusts and estate planning. Collaborating with leading international tax lawyers enables me to coordinate my advice with legal and tax considerations in different jurisdictions.
I have been fortunate to have the opportunity to contribute to the success of HFMC Wealth’s International proposition and while knowledge and experience have provided a necessary foundation for this, I believe that getting to know clients on an individual basis and gaining a deep understanding of each one’s values and aspirations is fundamental to my adding value to their lives.
My interest in international matters extends outside of work, with a love of travel, exploring new places and meeting people of all nationalities.