I specialize in advising owner managers/ directors or senior/board members, as well as foreign nationals working and living in London. We focus on risk, tax and investment strategy to ensure personal wealth is built up whilst our client's business and personal wealth continues to build.We provide a complete service, from managing pensions and investments to handling our client's tax returns to getting Wills written and updated, to arranging mortgage and insurances.I am passionate about helping my clients organise their personal and business finances to achieve the best possible outcomes, distributing their income and wealth in the most efficient way so that financial goals are met while allowing them to get on with having fun.In 2010 I was proud to be one of the few IFAs in the country to be awarded the 'Chartered Financial Planner' title, which in conjunction with the Investment Management Certificate means I am able to offer bespoke investment planning advice.★ Tax planning★ Investment Advice★ Cash Flow Modelling★ SIPP, SSAS, Pension Advice★ Risk Management★ Income StrategiesWe advise on private equity, EIS, VCT and set up discretionary investment portfolios of open end structures for our clients using all available ‘tax wrappers’, including Offshore Bonds, Pensions and ISAs, to shield the underlying investment gains from as much tax as possible.Outside of work I am far less boring, spending most of my time in France where I live with my wonderful boys (aged 7 & 10), as well as cycling or running in the mountains. I also compete in Marathons and Ironman to keep me fit/out of the pub!
Listed skills include Investments, Retirement Planning, Financial Services, Pensions, and 32 others.
