I have worked in the financial services industry for over 20 years and have developed a broad knowledge across all areas of financial planning. I spent a number of years working in a technical role providing specialist technical financial planning support for senior advisers before moving into a client facing role.
I look after a variety of private clients and advise on all aspects of financial, investment, retirement and estate planning. I work in partnership with clients, together with their accountants and solicitors where appropriate, to help them understand their financial situation and formulate tailored solutions and strategies to achieve their objectives.
What drives me?
Outside of work I enjoy spending time with my family. I am also a keen musician and play the clarinet in a number of local orchestras regularly performing in concerts.
I am a Chartered Financial Planner, Fellow of the Personal Finance Society and my qualifications are:
- Chartered Financial Planner
- Fellow of The Personal Finance Society
- STEP Certificate for Financial Services – Trust & Estate Planning
- Financial Planning Certificate
- Advanced Financial Planning Certificate
- Diploma in Financial Planning
- Advanced Diploma in Financial Planning
- Award in Pensions Update
- Certificate in Life and Pensions
- Award in Long Term Care Insurance
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 can I help you
- Chartered Financial Planner
- Fellow of the Personal Finance Society
- A broad knowledge across all areas of financial planning with a particular focus on pensions and both pre and post retirement planning, and tax efficient structuring of investments and cash flow
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.