I am a private client wealth adviser, helping individuals, families, business owners, and companies achieve their financial goals and objectives. I provide advice on:► Retirement planning to secure the future you want► Tax efficient saving/investing ensuring you don’t pay more tax than you need to► Inheritance tax planning streamlining continuity across generations► Maximising the opportunity from a lump sum of money such as a redundancy payment or an inheritance► Helping you transition through life changes, such as starting a family, getting divorced or if you’ve been widowedI began advising private clients on their investment portfolios in 2012 after graduating from Cass Business School in London with a Masters in Banking and International Finance as a Sir Stelios Scholar (founder of easyJet). Previously I have founded a financial services firm in Mayfair, London and a travel technology company which shared the “easy” branding typically associated with easyJet which was later named a UK Top 100 Startup.If you would like further details about the services and expertise I provide, please message/connect with me on LinkedIn. I am keen to develop relationships with:► Accountants ► Solicitors► Other potential introducers where a crossover of clients may be found