I joined The Private Office in 2016 as an adviser, when it acquired PQR Financial planning. Prior to this I have worked in private equity, business training, and for a large city wealth planner so have plenty of experience and knowledge within the financial sector.
I provide a comprehensive initial and ongoing financial planning service to my clients, who are predominantly high net worth individuals and entrepreneurs.
What drives me?
Outside of work, most of my time is taken up by my young family. But when time permits I enjoy playing and watching sport and I'm also a ‘reluctant’ marathon runner.
I am a diploma qualified Financial Planner and my qualifications are:
- Diploma in Regulated Financial Planning
- IFS Diploma for Financial Advisers
- Certificate in Discretionary Investment Management
- Certificate in Equity Release
- Certificate in Mortgage Advice
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
- Diploma Qualified Financial Planner
I developed a full financial plan for an entrepreneur who had received an offer for their business and wanted to know ‘if it was enough to sell, stop working and still do everything I want to do’. Through a series of planning exercises I was able to bring this scenario to life and he is now fully retired and doing everything he wanted.
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.
What people say about me
VERIFIED REVIEW AT
November 2018, Middlesex
Explained the position with regards to my finances in detail and tailored a package according to my wishes in a friendly and understandable manner.
VERIFIED REVIEW AT
Very professional with good clear communication regarding services and charges - would recommend if you need a financial health check.