I have been providing bespoke and tailored financial advice to individuals, families, and businesses since 1994. I hold the Diploma in Financial Planning as well as the Mortgage Advice Qualification (MAQ). During this time, I have built my reputation and established myself by providing quality, face-to-face advice, and continuity for my clients and their families.

My in-depth knowledge of inheritance tax planning, retirement strategies, investment planning, and general protection ensures that my clients are on the right financial path for achieving their own goals and aspirations.

Building a robust and effective strategy that provides both flexibility and choice for you and your family is essential, given the ever-changing nature of world affairs and the political climate. Now more than ever, the need for financial advice is both obvious and crucial.

I ensure that my clients fully understand their existing financial situation as is and guide them towards a structured approach that is easy to understand and works. Generational planning and asset preservation form a large part of what I do for my clients, a service I know is truly valued. Minimising the effects of taxation and maximising my clients’ options and choices for the future is my primary goal.

I have two grown up children, one of whom now works within B E Wealth Management Ltd, and one who is following a career in the Care sector. I enjoy sports, especially rugby, golf and more recently climbing, with an ascent of Mont Blanc in Summer 2025. Travelling is my favourite pastime, with South Africa, Poland, Turkey, Malta being regularly visited. I have lived in the Bristol region since 2000 and a few years ago I purchased a property abroad which I am in the process of developing further.