Partner
CurrentAs a Chartered Financial Planner with over 30 years’ experience within financial services, I enjoy offering bespoke advice to my clients. I have a varied portfolio of clients; from individuals who have just started to accumulate an asset base to those who are already retired and concentrating on distributing wealth to younger family members. By joining PWM, I will be able to offer my clients a unique service from a multi-award winning firm and allow them to benefit from the following areas of advice.• Cash flow models• Financial Planning• Pension and Retirement Planning• Income Tax Planning• Inheritance Tax Planning• Investment Management• Business planning