Head of Private Wealth
TEP – Trust and Estate Practitioner (via STEP, the Society of Trust and Estate Practitioners)
Chartered Financial Planner – Level 6 APFS – Associate of the Personal Finance Society
BSc (Hons) Geology and Earth Sciences
With nearly three decades of Financial Planning experience gathered from working in the City of London with a mutual life company, building an IFA practice from scratch, heading the IFA arm of a regional investment house as well as heading the Wealth Planning arm of a London Private Bank, I feel I have a unique insight into the financial services industry, and most importantly for our clients, the good bits on which to build and the bad bits to avoid. This experience, along with the privilege of working with a broad array of highly talented people, both clients and their associated professional advisers, has allowed me to develop an understanding of what matters most to clients. In summary, I specialise in developing personalised strategies for clients and provide a disciplined approach to simplifying and reviewing complex financial scenarios to assist clients meet their long term objectives.
Family – my wife Louise, our two sons and Labrador dog
Friends – good food and wine Rugby – particularly Exeter Chiefs
South West Countryside and country pursuits