Based in London, I provide wealth management advice to clients both in London and across the South East of England.
I have been working in financial services for over 20 years, working in Hong Kong, Sydney and Tokyo. Ten years was spent with financial information company, Bloomberg, and I joined St. James's Place Wealth Management in 2013.
In line with my professional background, I have focused on developing specialist knowledge and am now fully qualified in estate planning and inheritance tax planning. I enjoy working with families, helping with intergenerational planning.
However, as a representative of St. James's Place Wealth Management, my service is enhanced by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.