Overview

Specialist in Investment Portfolio Design, Retirement Planning, Inheritance Tax and Tax Planning. For the last 21 years, I’ve had the pleasure of working with and supporting a variety of high net worth private clients in the following areas: 1 - Retirement planning – navigating the many rules to ensure the optimum financial security in retirement. 2 - Investment planning – ensuring your assets are rebalanced and structured for ongoing efficiency. Making sure you are getting the best out of your situation and helping you access the money in the most prudent manner. 3 - Inheritance Tax planning – providing an assessment of your current situation and putting you in control of the situation. 4 - Allocating surplus funds tax efficiently within a business. 5 - Specialist investment for US clients living in the UK.