Located in West London, I deliver insightful and carefully tailored wealth management advice to clients both locally and nationally. Following gaining a Bachelor’s Degree in Civil Engineering from the University of Portsmouth in 1985, I spent over 28 successful years as a wholesale money and bond markets broker around the world based out of Bahrain, Switzerland and London.
More recently I am renowned for being appointed to provide innovative, but clearly defined investment specialist knowledge over a range of portfolios covering investment planning for the whole spectrum of savings needs including school fees, retirement plans.
With regard to Investment strategies, as an Associate Partner of St. James’s Place, I have access to the St. James's Place distinctive approach to investment management. My goal is to put in place a personal portfolio with aim to deliver a targeted return within a specified criterion, in order to maximise the best return on behalf of the investor; employing either a model allocation, or a tactical allocation.
Key to my success brand is extracting a detailed understanding of the assets a client has chosen and determine how the risks combine to impact their wealth. Throughout the engagement, I observe and note consistently the level of risk tolerance the investor is comfortable with or prepared to accept, this allows for me to implement expectation management, and for my client, there are no hidden surprises.
I am also a proud sponsor of Kew Cricket Club and also volunteer with the Citizens Advice Bureau.