Senior Financial Planner | Wealth Management | Investments | Retirement | Tax Optimisation
CurrentWhat do I do?I help private individuals and businesses to improve their Wealth Management and to reduce their tax bills. A typical client is an owner/shareholder of a small to medium sized business, or a company director/executive of a larger firm. My services are most valuable to top-rate income tax payers, although this is not a prerequisite. The most common reasons that my clients give for working with me is that they feel they pay too much tax, and they lack the time and the inclination to stay on top of their tax and financial planning whilst juggling busy professional and personal lives. My clients can expect straight-forward, honest advice and trust me to provide the information that they need to make informed decisions about investments, protection and tax planning.My services include:- Proactive tax planning- Wealth ManagementMy InterestsIn the summer months I play cricket for Richmond Cricket Club, but I probably enjoy the social side a little too much. I have competed at Henley Royal Regatta in the past, but having retired from rowing recently I'm hoping to spend more time improving my golf. I also love cycling to work, skiing and watching a good DVD.Driving traitsMy mantra is that I would never advise a client to do something that I wouldn't do myself. By being honest and up front, and taking a genuine interest in my clients and their financial affairs, I am able to provide a completely personalised financial planning service.The value of your investment can go down as well as up. You could get back less than you invested.Taxation rules can change at any time and are dependent on individual circumstances.
