I have spent my entire career in Financial Services, firstly with National Westminster Bank and over the past 25 years as an Independent Financial Planner specialising in Wealth Management, Retirement and Estate planning.

I look after a range of clients from young professionals, business owners and retirees.

I do however have particular expertise in dealing with clients at or near retirement, understanding the financial concerns that people have and make it my job to ensure that client’s assets are in the right place and can produce the level of income to help them enjoy their retirement.

I place a high emphasis on protecting my clients investments from the sometimes extreme swings in markets and also focus on ensuring that any gains made or income taken are as tax efficient as possible.

I have constantly strived to keep my knowledge up to date and hold some of the industries leading advanced qualifications in retirement and investment planning.

I am also a Chartered Financial Planner and is a member of the Chartered Insurance Institute.

Having a passion for the more rural outdoor life, I live on the Hampshire/Surrey border with my wife Sharon.

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