Professional Biography
From tax to financial planning, I’ve learned it’s about more than numbers- it’s about helping families feel secure across generations.
How do you describe what you do?
I help our UK and international families plan and arrange their finances to enable them to best achieve their life goals.
What's next for you professionally?
Building Evelyn Partner's presence in the UK and international advice market.
How did you start off in your career?
I joined a private client tax graduate scheme at an accountancy firm, and they asked me whether I wanted to do financial planning as well. I said yes, despite not knowing what it was!
What's your area of expertise?
I advise high-value families on cross-border planning, retirement planning and estate planning (especially for families with landed estates).
When you're not at work, what's your favourite thing to do?
I have a wife and two young daughters who keep me very busy! I enjoy spending time with my family playing sport, visiting museums / galleries and cooking.
What qualifications and memberships do you have?
- Fellow PFS
- Chartered Financial Planner CII
- Chartered Wealth Manager CISI
- Association of Tax Technicians