I joined HFMC Wealth in 2013, having previously worked in wealth management and private banking roles. For the last 18 years I have specialised in advising people who are non-domiciled living either in the UK or overseas; people from the UK who live abroad; and US citizens (who need specific knowledge and expertise).
I’m genuinely interested in people, their lives and what brings them to me to seek advice. I like learning about what is important to them and together we build a framework to manage their wealth over their lifetime and, if appropriate, implement a plan to ensure that the next generation can benefit from it.
Many of my clients have followed me to HFMC Wealth and I value their loyalty and the trust they place in my advice. My new clients tend to be referred to me from existing clients or by professional connections, such as international tax lawyers with whom I work closely on often complex scenarios to achieve tax efficient, long term solutions which can travel seamlessly with the clients as they move across the globe.
I always have my clients’ interests at heart and do my absolute best for them. I care that the advice that I provide means something significant to them, and that my clients trust the knowledge and experience I have in this extremely interesting and often complex area of financial planning.