Accomplished financial planning and wealth management professional with extensive expertise in market analysis, relationship building, and portfolio management. Proven track record in inheritance tax planning and estate planning, complemented by public speaking skills and NLP Practitioner certification. Dedicated to delivering strategic financial solutions and fostering long-term client relationships to achieve optimal financial outcomes.
In my spare time I like to get on my bike and explore the countryside, travel the world with my wife and children and when I am not doing that, walk our dogs Baxter and Flo