I advise individuals and trustees with one simple aim - to make sure they have enough money to do the things they want to do.At Raymond James we make your money work harder by reducing the cost of investing and by building bespoke portfolios to meet individual needs. We also use our knowledge and experience to reduce the tax burden leaving you with more money to enjoy life.

I seek to achieve the highest standards possible and am very proud to be a Chartered Financial Planner which is widely seen as the Gold standard for Financial Planners in the UK. This extra knowledge and experience means that I can be really effective in building financial plans and designing tax strategies that leave you with more of your own money and closer to achieving financial security. I am an full member of the Society of Trust and Estate Practitioners (STEP), having successfully completed the STEP diploma, which leaves me ideally placed to advise people who wish to:- Reduce their liability to Inheritance Tax.- Plan to provide for any future care needs whilst protecting their assets.- Understand the options available for passing assets down to their family.- Plan an investment portfolio that meets the above needsIn recent years my knowledge and experience in complex markets has resulted in me working with some major industry bodies including: - SIFA (Solicitors for Financial Advice) - International Adviser Magazine - Legal and General I use this knowledge to make a material and positive difference to the lives of individuals and trustees.

Working with a panel of High Net Worth IFA businesses by providing Technical, Taxation and Trust based support to drive up increased Offshore Bond and SIPP business levels

Devising and implementing successful sales strategies, through the recruitment and management of high quality, professional sales individuals, to meet and exceed annual targets each year

Working with various panels of IFA businesses to reach and exceed annual targets and profitability levels