I work with a range of private clients, including business owners, families and trusts in structuring, preserving and growing wealth.
Clients may have accrued wealth through excess earnings, or as a result of a windfall event such as the sale of a business or the receipt of an inheritance - I work alongside them to build a bespoke strategy, driven by their wider objectives and aspirations. I advise on a number of planning areas, including:
• Investment structuring
• Tax-efficient investing
• Succession/Inheritance tax planning
• Pension planning
• Specialist cash management
• Clients with International complexity
• Working in conjunction with specialists in planning on divorce
I often work alongside clients’ other professional advisers, including solicitors and accountants, ensuring a cohesive approach across an overall strategy which can often be structured across multiple entities and tax wrappers.
I have been named on the shortlist for Financial Advisory Individual of the Year at the Citywealth Future Leaders awards and am a graduate of the University of Exeter.
What drives me?
I particularly enjoy working with clients on intergenerational wealth transfers, this can often involve engaging with multiple generations of a family and asking “What is this for?” when planning for the future and deciding how capital should be structured and deployed.
I feel immensely privileged to be closely involved in significant life events for a lot of clients, this ranges from working alongside business owners leading up to and after an exit event to guiding families through planning for the next generation. In each instance, I offer a highly personalised, service-driven approach, acting with impartiality as a trusted, independent adviser.
When away from the office, I enjoy being near the ocean, sailing and surfing. I am also a great lover of music and good food!
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice and Dealing
- BA (Hons), University of Exeter
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
- Working with entrepreneurs in the lead-up to and after an exit event
- Intergenerational/succession planning and tax-led investment strategies
- Portfolio management and Investment structuring
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.