Based in Horndean, I provide wealth management advice to clients both within the local area, and more widely throughout Hampshire & West Sussex.
I have always been a Financial Adviser and over the past 27 years have built up a very loyal group of private clients. As a consequence, I have now established many working relationships with individuals and many small local businesses due, in part, to the insight and understanding that I have for their specific financial requirements.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled advice.
I am also a member of the Personal Finance Society.
Outside of my business, I am a keen golfer and I play at Rowlands Castle Golf Club, and was Captain in 2014, which was a great honour.
Church is also important to me and I am just starting on a course to become a Local Preacher within the Methodist Church.
*Trusts are not regulated by the Financial Services Authority