Who do I work with?
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.
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!
• Fellow of Personal Finance Society (FPFS)