I work with my colleagues to advise clients on areas such as investment, pensions and general tax planning, making sure they get the best advice to support them in their financial ambitions.
I‘m a Chartered Financial Planner and a Fellow of the Personal Finance Society, with over 20 years’ experience of advising wealthy individuals, companies and trustees.
What do you enjoy about working at Irwin Mitchell?
Meeting new clients, understanding what makes them tick and working with them to formulate a financial plan and make sure it remains on track in the future.
What do you do outside the office?
Travel, watch football with my son and listen to jazz.
I have contributed to the Law Society's new Inheritance Tax Planning Handbook. The handbook is edited by Irwin Mitchell's John Bunker, with contributions from colleagues across our Tax, Trusts and Estates, Corporate, and Wealth Management teams.