I offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.
I offer a personal wealth management service, I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Build or preserve wealth
- Manage cash and borrowings
- Gain financial protection against risk