Westminster Wealth Management LLP

A fully qualified financial adviser since 2008, my original degree (MA) was in Industrial Design. From that design background, I have taken strong research and analytical skills which have benefited my role as an IFA, given the frequent need to research client financial planning options. 

In my 12+ years at Westminster Wealth Management, I have always concentrated on developing client relationships with a strong focus on service. As a result, most of my clients have been with me for more than ten years. I offer holistic financial planning, spanning pensions, protection, investments, and trusts. Over the last 4-5 years, I have focused on sustainable and ESG investing.

I very much enjoy working closely with clients on their financial planning and I find it rewarding over time to see these plans come to fruition. My motivation has always been assisting clients and giving face-to-face advice, with as full an understanding of their circumstances as possible.   

In my spare time, I like cooking, keeping fit, and surfing, and doing as much of these as possible with my family.