I provide holistic financial planning, advice and wealth management services to families, professionals and businesses in London and the Southeast UK. I aim to ensure every one of my clients receive face to face (virtual and in the real world when permitted), discreet and bespoke financial advice from a dedicated, highly experienced financial adviser who is their main point of contact. My aim is to build a long-lasting relationship with you based on trust, under-pinned by guaranteed financial advice tailored to your specific requirements, to help you achieve your Goals.
Having worked with St. James’s Place Wealth Management in Mayfair for 12 years, in 2019 it was time to leave London and relocate to the South Coast (following the arrival of a couple of children). As part of the re-location, I decided to set up on my own with a ‘St. James’s Place Partner Practice; Portsdown Wealth Management’.
I live and work in Bedhampton on the South Coast of the UK, with my Wife, Son and Daughter. As a family we enjoy exploring the nearby South Downs national park, holidays, music, a good restaurant and a decent cheese; we also have a passion for winter sports and cannot wait to take our little ones on their first trip to the mountains. (c2021)