I have been advising families on Wealth Management for the last 20+ years and have considerable expertise in constructing bespoke investment solutions using all forms of tax efficient products (ISA's, SIPP/SASS, Offshore Bonds, Trusts and Family Investment Companies). This enables the client's unique financial plan to work in their best interests and achieve their set life goals. I am very experienced in managing busy teams with a strong focus on forging links with key professional connections. I am fully abreast of industry changes in order to identify planning opportunities for my clients and have extended knowledge in key areas of investment, pensions and taxation, with a strong emphasis on cash flow financial planning in all scenarios.