About Me

My experience has predominantly been with clients who work in the medical profession. This has provided me with an insight into the financial needs of medical professionals at every stage of their career. My approach is to clearly understand my client’s objectives and then to design a tailored, strategic plan which balances their appetite for risk with the need to meet certain objectives. My ultimate goal is to provide my clients with peace of mind that every element of their financial situation has been considered, giving them more time to enjoy life.