I provide advice for Professional Footballers including several Premier League clients, Rugby league and Rugby Union players. I also advise other professionals such as barristers, solicitors, dentists and doctors.
Having a wide range of expertise and specialising in Investments and Inheritance Tax Planning as a Wealth Manager for high net worth individuals, I am qualified at diploma level with the Chartered Insurance Institute, attaining a distinction along the way.
I have worked in financial services for over 15 years and have utilised the expertise I have acquired along the way, including knowledge of Insurance, Investments, Pensions and Inheritance tax planning to advise my clients.
I am a specialist mortgage adviser and qualified at diploma level with the Chartered Insurance Institute, also attaining a distinction throughout this process.
Specialising in providing high-quality personal advice on many aspects of wealth management, advising people of widely differing financial resources and of all ages. Additionally, I assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.