I am a Chartered financial planner, who is also a Fellow of the Chartered Institute of Insurance (CII) which is the highest accreditation achievable. I help to manage the wealth side of the business at St Barts in addition to advising and have worked for a number of well-respected firms across the South.
I like to ensure my clients’ financial welfare is at the forefront of any advice I provide and I work closely with clients to develop a deep understanding of their circumstances when helping them to achieve their objectives. I have been in the industry for over a decade and have experience across a wide range of fields, such as retirement planning, asset management and estate planning. I bring an analytical and personal approach to my financial planning clients.