I am a Financial Planner working with people who want to plan for their future lifestyle and enjoy their retirement without having to worry about money.
I have more than 25 years’ financial planning experience. Before joining Antrams, I was the Director of Private Wealth Management, specialising in helping high-net-worth financial planning clients and SME business owners.
My experience of working with high-net-worth clients stretches back to the late 1990s, and I have accumulated much knowledge and expertise in this area that I am delighted to be able to share with clients wanting to accumulate and preserve their wealth and achieve success in the ways that matter to them.
- 2013 to present: Antrams (now Pembroke) Financial Planning Sussex
- 2000 to 2013: Director, Private Wealth Management
- 1999 to 2000: Business Development Manager, Keyworld
- 1997 to 1999: Financial Planner, Hambro Fraser Smith
- 1995 to 1997: Financial Planner,K&M Tavistock
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
Would highly recommend. A very efficient team always ready to help and answer any questions.
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.