Based in Horsham, I provide wealth management advice to clients in London and the South East.
I have worked in the financial services industry for 33 years, the majority of which with a major bank, and spent the last 19 years managing and giving advice to a diverse range of private clients from business owners and chief executives to retired wealth, inherited wealth, lottery winners and professional footballers. My success has been achieved by bringing a wide range of investment solutions to my clients and helping set and monitor investment strategies through a series of regular meetings. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate..
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
My experience is also complemented professionally by being an Associate of the Chartered Institute of Bankers and a Member of the Chartered Institute for Securities and Investments. I also hold CeFA, CeMAP and IMC qualifications.
Outside of my business, I am heavily involved with Horsham Rugby Club formerly as a player, coach and treasurer and now as Commercial Manager.