6 Faber Gardens, London, NW4 4NRMake an enquiry
I have been in the Financial Services industry since 1988, having successfully run my own business from 1990 - 2010, following which I decided to merge my business into a larger practice.
I specialise in dealing with clients who are business owners and currently advise a number of Managing Directors who are running profitable businesses. Within my varied client base, I also work with Barristers, Judges, IT Contractors and Retired Individuals.
I also work very closely in conjunction with Accountants and Lawyers, ensuring that their professional services to clients dovetail with my financial advice. As part of this relationship, I often run educational seminars for the clients of these practice's covering topical issues such as Pension freedoms, Inheritance Tax planning strategies and Cash Flow modelling.
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