A little bit about me.
I help my clients to manage their money tax efficiently, while aiming to grow and protect their accumulating wealth.
Where the need is relevant, I also compliment my services with intergenerational estate planning, to help my clients pass as much of their wealth to their chosen beneficiaries as tax efficiently as possible.
I achieve this by providing a no jargon, face to face service with regular meetings to keep all plans on track.
In addition to tax efficient investments and estate planning I also regularly help clients in the following areas:
- Growing theirs and their families wealth
- Achieving the retirement they want when they want it
- Providing financial security for loved ones if the worst happened
- Buying the home of their dreams
I am 46, married to my wife Joanne and have a beautiful 4 year old daughter called Jessica. I have worked within the financial services industry for over 25 years and helped my clients within Kent and East Sussex to grow and protect their wealth.
I exercise as regularly as possible and like to start the morning with a workout as feel this sets me up for a great days work.
In my spare time I enjoy spending time with my daughter and wife building memories and new experiences together.
If you have any questions or would just like to discuss things further please call me on 07718 604912.