Financial Planning Consultant

I specialise in…

Investment, Tax and Wealth Management for High Net Worth Private Clients and Trusts. Within this broader area is a particular specialism in offshore investment for UK and Overseas clients.

I am really good at…

Helping clients define their individual goals to enable me to put a suitable plan in motion which they understand. This allows their expectations to be managed and ultimately achieve their objectives.

A bit of background…

After reading Economics and Business at Southampton University and having a keen interest in Global Macro Economics it felt natural at the time to pursue a career linked to Investment Markets and holistic Wealth Management. After spending a couple of years dealing with the London and South East market with the knowledge I attained, I wanted to provide easier access to North East based clients which also enabled me to return to my home town of Newcastle in 1999.

Other areas of expertise…

Although dealing with all types of Trusts I deal frequently with trusts linked to Wills and Personal Injury and keep up to date with the ever changing legislation in these areas and the effects this can have on the individuals concerned.

Something that has always baffled me is…

The origins of the Universe!

My favourite holiday destination is…

or would like to be the Maldives and Skiing but with three young children at present this is a pipe dream

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