About us

I have 25 years of experience in the financial services industry and have the knowledge and experience that you need to be confident that you are provided with long-term and bespoke solutions through face-to-face wealth management advice.

At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly provide a range of newsletters for my clients, including a weekly communication covering key market, economic and personal finance news Market Bulletin and quarterly magazine, The Investor.