Senior Financial Planner

My wealth of knowledge and experience ensures that clients receive the very best quality tax, investment, and wealth management advice. I work with clients to design, implement and review their financial plan enabling them to achieve peace of mind and live the life they wish to lead.

I am a Chartered Financial Planner and hold my Associateship through the London Institute of Banking and Finance. I also hold a BSc (Hons) in Business and Information Technology.

I joined Pembroke with over 20 years’ experience in financial services. This included working in the City of London, giving advice to lawyers at prestigious city firms and barristers’ chambers. I then then moved on to a boutique discretionary investment manager role, advising retail clients on their investments. From there, I relocated to Spain, and subsequently, Portugal, where I was working with retired clients and managing a region.

My most expensive interest is travel; I try and visit one new country every year. I am an avid reader, I read everything from classic novels to contemporary fiction, biographies, comedies, histories and thrillers.
I also have a keen interest in cooking and am always looking for new recipies to make at home.

My days of playing rugby are over these days I enjoy the equally sedate sport of Mountain Biking. I also follow the Welsh rugby team, as well as being a big fan of Tottenham Hotspur FC.

Finally, and most importantly I’m a family man and love spending time with my partner and our son.