Working with the Managing director helping to deliver first class financial planning to high net worth clients with £1m or more in investable assets.

We believe that the old business model of financial advice, based on the sale of financial products, is broken and doesn't put the needs of the client first. We aim to tell clients the REAL truth about money, whether they can achieve the lifestyle they want, how to do it and what pitfalls they need to look out for.We do this by wearing 3 hats:The first hat is that of a 'Lifeplanner' whose job it is to identify exactly where you are now, and more importantly where you want to get to in the next 5, 10, 15 and 20 years. In fact, it's between now and when we end up in a box! We identify exactly what sort of life you want to live and the lifestyle you want to enjoy. This is your 'Life Plan'.The second hat we wear is that of a 'Financial Planner' whose job it is to identify all of the financial resources available to you now and in the future. More importantly, we identify all the resources you might NEED to become available to you in order to satisfy your 'life plan'. This is your 'Financial Plan',Finally, when we've agreed on a financial plan, IF any financial products are needed to help satisfy the needs of that plan we then put on our third hat, which is that of an INDEPENDENT financial adviser. Being an IFA is the LEAST IMPORTANT part of the job we do. When, and if, we eventually do that part of the job, we'll be doing it KNOWING and UNDERSTANDING what you are trying to achieve and financial products (if any) will be recommended for all the RIGHT reasons - not because it seemed like a good idea at the time.

Financial Planner offering high quality financial advice to both corporate and individual clients.

Marketed investment, pension and protection products to a panel of Independent Financial Advisers