Expertise
- Financial and Tax Planning
- Investments
- Investments, Retirements
- Protection and Insurance
- Pension Advice
- Pension advice & transfers
- Pension Consolidation
- Pension Planning
- Trustee controlled investments
- trustees liability
- Mortgage Advice
- Cash flow modelling
- Cash Flow Planning
- Cash Flow Solutions
- Cash Flow Optimisation
- Cash Flow Forecasting
- Wealth Management
- wealth preservation
- Wealth Preservation and Growth
- wealth preservation trusts
- Alternative Investments
- high net worth divorce
- High net worth individuals
- High Networth Insurance
- Family Business
- Family Business Advice
- Buying & Selling your Business
- Charity controlled investments
- Not for Profit
Summary
I am a results-driven financial adviser with over 17 years’ experience in top-tier wealth management firms looking after high net worth individuals and their families.
We provide personalised advice and create bespoke wealth management solutions for discerning private investors, corporate clients and fiduciaries throughout the UK and our range of services covers all aspects of pensions, investments, protection (personal and business) and mortgage advice.
I am FCA registered and a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
Specialties include the following:
• Traditional and alternative investments: equities, fixed-income products, structured products
• Specialist investment mandates
• Tax-efficient wealth solutions and wealth structuring
• Cash management planning
• Business exit strategies
• Family Offices
• Charities and Trustees
My aim is to build long term relationships based on trust and integrity, helping you to preserve and accumulate wealth through dynamic investment strategies which are reviewed regularly.
I provide my clients with a genuine ongoing relationship together with my dedicated team based in our offices in London and Canterbury. I pride myself on being readily available for my clients through their changing life circumstances and working tirelessly on their behalf.
Experience
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Riverside Financial Solutions
Partner - Independent Financial Adviser
- Current
