With 20 years experience in both the tied and independent sector, I am able to provide a comprehensive and knowledgeable wealth management service to my clients. My expertise covers the broad spectrum of financial planning and will help you to:
- Grow your wealth, specifically through our distinctive approach to investment management
- Preserve your assets for long-term financial security
- Arrange adequate protection for you, your loved ones and your assets
- Effectively manage your cash and borrowings
In addition to providing clients with the financial planning that they require to meet existing needs and fulfil future aspirations, I pride myself on keeping my clients informed of the latest financial and economic issues. As such, I issue a weekly 'Monday Market Bulletin' containing a round-up of the previous week's financial news. You can view this via the 'Market Update' link on the Home Page. Additional communications that are available include a quarterly magazine called 'The Investor' which provides news and those all-important fund updates.
Further information about the range of services offered by my practice is available on the Services Page.