I qualified as a Chartered Accountant before starting a 30 year career providing investment advice to private individuals.

I have worked in a variety of roles at both boutiques and household names, giving me extensive experience in how investment houses and banks operate.  This gives me the expertise and knowledge to ensure that my clients are getting the very best out of their investment providers.

I sit with my clients, on their side of the table, providing clarity and ensuring that your providers are complementary and cost-effective.
 

I have worked at Singer and Friedlander (Boutique investment house), UBS (the Swiss banking giant), Barclays (UK household name) and Julius Baer (Swiss investment house).  I have seen most things across my 30 year career, some many times, and am ideally placed to assist my clients as they navigate the advice that they ​are being given to ensure it meets their financial needs.

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