FPFS, Chartered FCSI, Fellow & Chartered Financial Planner, Director
I am a Director and Chartered Financial Planner at Investment Solutions.
I have a proven record in delivering tax-efficient, real returns for Private Clients, Trustees and Attorneys.
I have over 25 years’ experience in financial services – predominately providing Wealth Management to Private Clients. I regularly advise Solicitors and Accountants, assisting their clients across a broad spectrum of advice, ranging from tax-efficient investing for company Directors to later-life planning under Court Appointed Deputyship. I am passionate about providing the most dependable Independent Financial Advice and fulfilling client expectations has allowed me to forge lasting relationships with my clients and professional connections.
By way of qualifications, I am a Chartered Financial Planner and a Fellow of both the Chartered Institute of Securities and Investments (CISI) and the Chartered Insurance Institute (CII). Also, I hold Chartered Membership of the Personal Finance Society.
In my free time, I enjoy family life with my wife and three children, as well as surfing in the UK and abroad.