My career has been focused on looking after the financial interests of high net worth private clients and families in and around London for the last 17 years. As a qualified Chartered Financial Planner and Fellow of the Chartered Institute of Insurance, I work extremely closely with my clients and their professional adviser to provide strategic Wealth Management advice that is always tailored to clients personal needs and circumstances.
One of my key focuses is in adding real value and with a long term relationship at the core of the offering. This enables me to see the bigger picture and recommend and implement the most suitable solutions.
As a regular public speaker at events and company Financial Wellbeing days, I thoroughly enjoy engaging with my audiences from very basic financial planning to the most complex of strategies.
The financial world is already, and continues to be, a complex environment – with changing legislation, global influences and an evolving industry. It can therefore be extremely daunting and I strongly believe that having a trusted Wealth Manager, who provides peace of mind with a long term approach, is critical for today’s high net worth clients
Aside from looking after my clients, I am passionate about being outdoors, whether this exploring with my wife and two children, climbing mountains or playing golf. I also have a soft spot for everything Italian, including the food, the wine and the language, although speaking it is very much something I have timetabled for when I can find a spare moment!