I specialise in…
holistic Financial Planning for senior medics & dentists. Helping them achieve their goals in life and aim to answer the question ‘will I outlive my money?’
I am really good at…
empathising and developing a trusting relationship with clients, and organising them to best effect to tackle their objectives in life.
A bit of background…
My interest in helping doctors & dentists goes back to my days working for the Medical Sickness Society (Wesleyan). I decided however that I wanted to be independent and to leave sales by offering advanced financial planning. Very importantly I also wanted to be impartial by charging fees.
Other areas of expertise…
I have a keen interest in private client wealth management, since it compliments financial planning by aiming to get a client from where they are to where they want to be with the minimum risk and volatility. I am very proud of the scientific way we invest clients well earned money.
