I specialise in providing personalised wealth management to individuals and businesses. I hold the CISI Investment Advice Diploma and the CISI Masters in Wealth Management. I moved into wealth management after undertaking a Bachelor of Law and I am now a Chartered Wealth Manager.
I am based in Bristol and have clients all around Southern England, whilst spending ample time in London. I spend my weekends with family and friends.
It is important to me to continually support the St James’s Place Charitable Foundation. I have a personal interest in supporting Macmillan.