About Us

Chartered Financial Planner

I have over 20 years’ experience in financial services dealing with a variety of often complex financial issues and opportunities.  I believe that financial advice should not be a one off event, rather an ongoing relationship which develops over time.  I try to provide my clients with high quality and personalised advice in a friendly and relaxed manner.

Client Manager

I have 30 years’ experience in the Financial Services Industry working in a variety of senior roles.  I am focused on providing a professional and friendly service through attention to detail and a genuine commitment to helping clients achieve their personal and financial goals.

Consultant

I have over 30 years experience in financial services dealing with a variety of private & corporate clients.  As I move towards retirement, my role has changed to that of Consultant and I continue to enjoy building relationships with clients so that their financial needs and long term objectives can be met.

Senior Paraplanner

I have worked in financial services since 2002 with roles in both Investment Management and Financial Planning.  I assist Chris and Jaffrey in providing a bespoke service that preserves a client’s wealth, while thinking ahead and taking their circumstances into consideration.

Compliance Manager

I worked for over 6 years for the financial regulator (FCA) focussing on the supervision of small firms across the UK.  I also worked for KPMG providing regulatory services to larger financial firms and, latterly, I held the positions of CF10 (Compliance Officer) and CF11 (Anti Money Laundering Officer) for a pensions provider.