My journey into the financial services industry was the result of a burning desire to help people more and provide an exceptional service. Choosing to be a self-employed Wealth Consultant enabled me to achieve both. My clients value tailored holistic financial advice that provides the perfect set up towards reaching their career, financial and lifestyle goals effectively, while maximising opportunities, and helping to minimise unnecessary risk and tax. I work with ambitious professionals as, from being one myself, I understand the challenges of being time poor, and the stress of not having a comprehensive understanding of how best to manage the money you work so hard to earn. As for business owners, having grown up with both parents being self-employed directors, and being self employed myself, I understand the challenges of being your own boss, both from a financial and personal perspective. After a successful working life, my services continue into retirement to support the lifestyle you want to live, and eventually ensuring your hard earned wealth passes to your loved ones tax efficiently.

introductions to professionals and business owners who want to take their finances seriously.

In a previous career I spent 4 years living in hotels!

GB

I have a few from being privileged with having the ability to change peoples life’s on a regular basis!