Cash Flow Planning

Retirement Planning

Holistic Planning

High Net Worth Private Clients

About me

I am a highly experienced Chartered Financial Planning professional with over twenty years of industry experience.  I joined HFMC Wealth as Chief Operating Officer in 2018 having previously been Head of Wealth Planning at both C. Hoare & Co., the UK’s oldest privately owned bank, and also Fleming Family & Partners (now Stonehage Fleming, the largest International Family Office in the EMEA region).

I am responsible for HFMC Wealth’s advice and service proposition as well as operational efficiency.  I am a Fellow of the Personal Finance Society, a Chartered Financial Planner, and an assistant examiner for the Chartered Insurance Institute in the subject areas of holistic financial planning and pension transfers. I hold the specialist qualifications required to provide final salary pension transfer advice and long term care planning.

I look after a select group of clients and specialise in asset structuring, cash flow planning, pension transfers along with the technicalities of estate and succession planning.

I am married with two children, having met my wife overseas whilst living in Japan. I love great wine and fantastic food and enjoy watching rugby.

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