I am a Financial Planner by trade, helping City professionals, who wish to build their wealth, as well as those approaching retirement.
There are many different reasons why people contact me for financial advice. And while every solution I recommend is crafted for each individual, I will always provide clarity through coaching, listening and asking the right questions.
I believe completely and utterly in the benefits that true bespoke financial planning brings to every single one of my clients.
That starts by helping the people I work with understand what’s really important to them and then how they can build a plan to spend their money on just that.
I also know that while most of my clients are at the peak of their earning powers; the demands placed on them are great and probably unsustainable.
That means a financial plan is crucial to take advantage of their earnings, while plotting a course to a time when a better balance can be achieved.
This is a blog to help City professionals understand more about the financial issues which will affect them now and in the future. My aim is that it will inspire you, not tell you exactly what to do in your life!
I’m 36 and live in Orpington, Kent with my wife Cathy and our young son, Maxwell.
I work out of the Foster Denovo offices on Eastcheap, although spend much of my time between there and meetings with clients in and around the City and Canary Wharf.
I pride myself in leading an ultra-active personal life as a qualified personal trainer, and you will find me regularly open water swimming, cycling and running; and sometimes all three back to back in a triathlon!
My ‘bucket list’ includes fluently learning another language, playing a ‘respectable’ round of golf and to swim the channel!