I offer independent financial advice to clients in London and the South East.
I aim to develop long-term, personal relationships with my clients to become their ‘trusted adviser’. Typical clients may be a business owner looking for tax efficient ways to invest via their company, or, individuals who are approaching retirement and wish to have assistance with this planning.
I also often help clients who may have inherited wealth or have built up wealth over time and are looking for advice on income and capital preservation.
Contact email: [email protected]
Contact number: 0808 175 4433