I and the team at Modus specialise in providing bespoke advice to private clients and business owners on all aspects of wealth management including investment, pension and inheritance tax planning. Additionally, I assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.The value of your investments can go down as well as up. You could get less back than you invest

LCVS was established in 1909 and works to improve the wellbeing of individuals and communities in Liverpool. LCVS does this by supporting, encouraging and developing voluntary action, charitable giving and bringing people together.

Lead a team of Wealth Managers and Financial Planning Specialists across the North-West. Responsible for building and implementing local marketing and business development strategy, maintaining and enhancing client satisfaction, staff development, financial delivery and adherence with the regulatory risk agenda.Provided wealth planning and investment advice to a select group of high and ultra-high net-worth private clients and business owners.

Provided portfolio management and financial planning advice to high net worth private clients