Trident is an independent, boutique, financial planning and wealth management firm. By working with you, we will bring clarity to your near-term and longer-term financial options and decisions in order to meet your financial plans and aspirations. I am a Chartered Financial Planner and a Certified Financial Planner™. My approach seeks to help clients achieve their own financial goals and lifestyle aspirations, through the creation and implementation of a tailored financial plan. My ‘Financial Economics’ academic background drives my passion for evidence based investment-planning strategies, to manage risk and enhance returns. As a Director of Trident, my primary board responsibilities are to design and drive our company strategy and chair the investment committee. I live in North Berwick, Scotland, and split my time between our North Berwick office and Wokingham HQ. In my spare time, I coach children's football, play golf to a reasonable standard and enjoy relaxing with family and friends.As a firm we:- put your interests first- are highly qualified- are trusted- seek to avoid conflicts of interest- operate transparent, fee-based charges- offer Sustainable investment options- support Charity