What do you do?

I work with high-net-worth clients – typically CFOs, Partners in professional services firms, entrepreneurs and business owners – helping them bring clarity and structure to their financial lives. Many are navigating significant transitions, whether preparing for a business exit, managing complex remuneration, or planning the next chapter of their wealth.

With nearly two decades in financial planning, I believe the best advice comes through long-term, trusted relationships. I deliberately keep my client portfolio small so I can offer a truly comprehensive service, covering every aspect of a client’s financial life – from investments and tax planning to family governance and legacy planning.

Intergenerational wealth planning is a particular focus of mine. I often work with two, and sometimes three, generations of the same family, helping them steward wealth thoughtfully and prepare the next generation with confidence.

I’m also a member of the Cooper Parry Wealth Investment Committee, which oversees the management of around £2bn of client assets and helps shape the firm’s long-term investment strategy.

What’s on top of your bucket list?

I’ve always liked the idea of climbing Everest (or more realistically getting to Base Camp!)