Biography
I lead our Financial Planning and Investment Management teams in the delivery of their services to all clients across the UK.
Key Highlights
As CEO my role is primarily to help our teams deliver professional advice and service to all our clients, partners and professional connections. With a team of c80 people, we have the privilege of managing in excess of £1.25bn of assets for and on behalf of our clients. With sector expertise across all aspects of Wealth planning, Investment Management and PI; we offer a full UK Wealth Management proposition.
