I have provided full holistic financial planning across a broad sector for high net worth clients, professionals, retirees and corporates.
Having been in the Financial Services industry for many years I have built up an exceptional knowledge that allows me to advise you on a wide range of wealth management products to suit your needs.
I ensure that the needs of my clients are met promptly and effectively. As well as my own experience and knowledge, I am able to call on a number of specialists, industry experts and providers where this benefits my client. I work effectively with my clients, their family, solicitors and accountants and by this collaborative approach I ensure that an appropriate solution can be found for any given situation.
As a wealth management consultant of Sovereign Wealth, my emphasis is on building and maintaining long term relationships with my clients, and to provide them with trusted advice over many years.