Professional Biography
Philosophically, I like to meet clients where they're at. Practically, at their home - surrounded by the memories that shaped them and where the future opportunities will spring into life
How do you describe what you do?
I primarily help professional partners, executives and later-stage entrepreneurs make confident decisions about money, by blending top-level financial advice with bespoke investment management.
What's next for you professionally?
A small team, with a high barrier to entry, working collaboratively to look after a focused collection of important clients.
What's the best piece of advice you've ever been given?
We are all a product of childhood suffering and reward. Seeing people as reasons helps us to suspend judgement, of ourselves and others, so that happiness and truth are never mutually exclusive.
What's your area of expertise?
Humans. I understand behaviour, survivalist thought processes codified through childhood, and what's under the masks we all wear - even though we pretend we aren't wearing them. This leads to deep connection & liberation, through a lens of money.
Where's your favourite place to meet with your clients?
Philosophically, I like to meet them where they're at. Practically, face to face - often at their home - surrounded by the memories that shaped them and where the future opportunities will spring into life and be nurtured.
What qualifications and memberships do you have?
- Fellow of the PFS (2012)
- Chartered Financial Planner (2011)