Chartered Financial Adviser
CurrentHaving looked after a number of families over my career I'm firmly of the belief that long term financial planning is more than simply positive investment performance. It's all the other elements along that journey which ensure you get to that destination in one piece. It's the decisions you make, the inevitable changes and how you feel along the way that makes achieving your objectives a reality. Through diligent financial planning, market leading technology and diverse… Show more Having looked after a number of families over my career I'm firmly of the belief that long term financial planning is more than simply positive investment performance. It's all the other elements along that journey which ensure you get to that destination in one piece. It's the decisions you make, the inevitable changes and how you feel along the way that makes achieving your objectives a reality. Through diligent financial planning, market leading technology and diverse investment management, I have all the necessary tools to help individuals, businesses and families achieve all that they want.I can assist you in the following areas:· Cash flow and lifestyle modelling· Tax planning and mitigation· Retirement and Pension planning· Investment planning· Asset-allocation and fund selection· Family Wealth Preservation· School and University Fees planning· Long term care funding· Protection and insurance· Business owner, SME & Director adviceAway from financial planning, I'm a dad, enjoy music, travelling the world and an avid cook. As well as keen Man Utd fan, cyclist & skier... Show less
