I joined The Private Office in 2016, having spent a number of years with a national wealth management firm, and prior to this in one of the Big 4 accounting firms.
I have achieved Chartered Financial Planner status and alongside this obtained further qualifications in areas such as complex pension transfer advice and investment management.
My clients include professionals working for the Big 4, the Magic Circle and global tech firms, business owners, current and former senior executives of global companies, and retirees from a variety of backgrounds.
I enjoy the variety afforded to me in helping clients meet their individual financial planning needs, whether that be growing their portfolio to support their lifestyle aspirations and retirement, complex tax planning, mitigating IHT and, more often than not, a combination of all the above.
I have a modern approach to financial planning, using our sophisticated technology and software platforms to build ‘lifetime’ financial plans and solutions for clients. I use this holistic approach to financial planning to better inform the advice process, to help clients visualise their financial future, and to create a personal benchmark for clients to help ensure they remain on-track as they work towards their objectives.
What drives me?
I work in partnership with my clients to help them achieve financial independence and to make life changing decisions with confidence.
I am a diploma qualified Financial Planner and my qualifications are:
- Certificate in Discretionary Investment Management
- Advanced Diploma in Regulated Financial Planning
- Certificate in Pension Transfer Advice
- Certificate in Securities Advice and Dealing
- Award in Financial Administration
We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.
We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482
You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society’s website.
How I can help you
- Advanced diploma in Financial Planning
- Advise on cash flow modelling, empowering clients to take control of their financial future
- Sophisticate skills in technology and software platforms to build financial solutions
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.