Having graduated from University College London (UCL), I embarked on a career within financial services. Having seen first-hand the need for holistic financial advice I was attracted to join St. James’s Place and in particular to Clearwater Wealth Management due to both their extensive experience within the practice and focus on maintaining long-term client relationships.

I currently work with a diversified client base, ranging from partners at law firms to entrepreneurs, through my strategic and methodological approach to financial planning, they are all safe with the knowledge their affairs are being managed with the highest degree of professionalism and integrity. Through the creation of succinct tax-planning strategies, that are constantly being updated in line with changes in both client circumstance and legislation, that are being under-pinned by SJP’s distinctive approach to managing money, I ensure my clients achieve their ultimate goal; reaching financial freedom.

Specialties :

Wealth Planning
➢ Tax Planning underpinned by HMRC approved strategies
➢ Estate and Succession Planning
➢ School Fee Planning
➢ Retirement Planning
➢ Risk Management
➢ Cash Flow Forecasting

Investment Management
➢ Portfolio Construction and Asset Allocation
➢ Tax Advantaged Investment Strategies
➢ Alternative Asset Classes including Real Estate, Hedge Funds, Private Equity and Venture Capital