I advise our clients on how to grow and protect their assets, working with higher net worth individuals, wealthy families and successful growing businesses across the whole of Berkshire, Surrey, Oxfordshire and South Buckinghamshire.
I am a Chartered Financial Planner which is an exclusive title only awarded by the Chartered Insurance Institute (CII) to individuals and firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the Code of Ethics & Conduct of the awarding body reinforcing the highest standards of professional practice in our business dealings.
I also have a BSc (Hons) in Chemistry & Pharmacology, an MSc in Organic Chemistry & an MSc in Financial Risk Management. Before becoming a Financial Adviser, I worked as a Front Office Investment Banker with a Tier 1 bank in London, so I have first hand experience & knowledge of navigating the Financial Markets. I am also currently working towards the Society of Trust and Estate Practitioners (STEP) Diploma.