Who I work with
“A lot of my clients are small to medium sized business owners, directors or leaders within a larger organisation. I enjoy working with people who run businesses because they are entrepreneurial, challenge me and they enjoy my professional yet collaborative approach. This suits clients who are used to being at the peak of their career and appreciate a respectful relationship.”
“Each of my clients is unique and I adapt the different levels of service they need, especially as they enter through the different stages of their life. Most of my clients don’t have time to organise their finances and would rather spend that time on other areas in their life like family, hobbies or work. Their finances also become very complex and they are the first to admit that it is time for a professional to take over their money management, someone they can bounce off, hold to account and who can be there for them through the good and bad times.”
“Business owners, shareholders, entrepreneurs who want to explore the benefits of a financial adviser, please do not hesitate to get in touch with me. Feel assured that there is no pressure, we can meet up for a first meeting and find out whether financial advice is right for you and whether I am the right kind of financial planner for you. This won’t cost you any more than an hour or so of your time, either at our London or Bath office or at a place that is convenient to you.”