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Independent Financial Advisory · London

Building wealth that
endures across
generations

Over 17 years of personalised financial guidance for individuals, families, and business owners who demand more than a standard plan.

Schedule a Consultation Explore our approach
17+
Years of independent
advisory experience
HNW
Specialist expertise with
high-net-worth clients
360°
Holistic wealth and
financial planning
Core Services

What we do for you

Comprehensive, independent financial advice tailored to your circumstances — never commission-driven, always client-led.

01

Investment Strategy & Portfolio Management

Bespoke investment portfolios constructed around your risk profile, time horizon, and long-term objectives — with ongoing monitoring and rebalancing.

We work with a broad range of assets — equities, fixed income, alternatives, and property — to build portfolios that match your life goals, not just a risk score.

Discuss your portfolio →
02

Retirement & Pension Planning

Comprehensive retirement income strategies covering pensions, SIPPs, drawdown, and annuity planning to secure the lifestyle you've worked towards.

Whether you're 10 years from retirement or already drawing down, we model multiple scenarios so you can make confident decisions at every stage.

Plan your retirement →
03

Tax-Efficient Structures

ISAs, SIPPs, VCTs, EIS, and trust arrangements — we identify every legitimate opportunity to reduce your tax burden and protect your wealth.

Tax planning is most powerful when integrated into your overall financial plan from the outset — not bolted on at the end of the tax year.

Explore tax strategies →
04

Wealth Preservation & Estate Planning

Protecting and transferring your wealth to future generations through considered IHT planning, trusts, and intergenerational financial strategies.

The right estate plan can make a significant difference to what your family receives. We help you act early, with clarity and confidence.

Start estate planning →
05

Business Owner Financial Planning

From profit extraction and director pensions to exit planning and business protection — expert guidance bridging your business and personal finances.

Running a business creates unique financial complexity. We help you extract value tax-efficiently and protect what you've built — now and at exit.

Talk business planning →
06

Financial Risk Management

Life assurance, critical illness, income protection, and key person cover reviewed and structured to protect everything you've built.

Most people are significantly under-insured. We conduct a full risk audit so your cover is right-sized, cost-effective, and properly structured.

Review your cover →
Professional headshot
17 Years Experience
About

Technical expertise.
A human approach.

I've spent over 17 years working across asset management, insurance, and financial services — advising high-net-worth clients, corporate clients, and retail investors at every stage of their financial journey.

As an independent advisor, I'm not tied to any product provider. My recommendations are driven entirely by what's right for you — combining rigorous financial analysis with a genuinely personal service.

Sector Background
Asset management, insurance & financial services
Client Types
HNW individuals, families & business owners
Independence
Whole-of-market, unbiased recommendations
Regulated by
Financial Conduct Authority (FCA)
Learn more about my approach
Career Journey
Six chapters · seventeen years
Present
Independent Financial Advisor
Independent Practice, London
Building an independent practice for clients who deserve advice without conflict.

Founded an independent practice serving high-net-worth individuals, families, and business owners. Provide whole-of-market advice spanning investments, pensions, tax planning, and estate strategy — all under a transparent, commission-free, client-led model.

Senior Wealth Manager
Asset Management
Stewarding portfolios for HNW and UHNW clients across complex asset classes.

Managed bespoke portfolios for HNW and UHNW clients across multiple asset classes, building tailored strategies aligned to each client’s risk profile and long-term objectives. Worked alongside tax and estate specialists on holistic wealth solutions, while mentoring junior advisors within the private wealth division.

Financial Planning Manager
Insurance & Investment Group
Crafting retirement, pension and savings plans that hold up over decades.

Delivered comprehensive financial planning and pension advisory services for retail and corporate clients. Designed retirement and savings strategies using pensions, ISAs, and investment products — all rigorously stress-tested via cash flow forecasts and FCA-aligned suitability assessments.

Financial Advisor
Insurance Group
Translating regulated retail products into plans that actually fit real lives.

Provided investment and insurance advisory services to retail and corporate clients, building portfolios and recommending savings and protection products. Conducted regular client reviews and worked closely with underwriting and product teams — ensuring every recommendation met regulatory and internal compliance standards.

Graduate Analyst, Investment Services
Asset Management
Cutting my teeth on the analytical rigour that still underpins every plan.

Supported investment research and portfolio analytics teams across equities, fixed income, and multi-asset portfolios. Conducted market research, fund analysis, and performance reporting — preparing reports and presentations that informed both internal portfolio managers and end clients.

Start
Finance & Investment Intern
Banking
Where it all began — first contact with markets, clients and capital.

Supported retail and wealth management teams with market research, data analysis, and competitor benchmarking. Assisted with client documentation and prepared financial summaries for senior staff — first proper exposure to banking operations and the mechanics of financial advisory.

FCA
Authorised & Regulated
CISI
Chartered Member
CII
Certified Financial Planner
17+
Years of experience
IFA
Whole-of-market, independent
04
Our Process

How we work together

Step 01

Discovery Meeting

A complimentary, no-obligation conversation to understand your financial position, goals, and what you need from an advisor.

Step 02

In-Depth Analysis

We conduct a thorough review of your current financial arrangements, risk profile, tax position, and long-term objectives.

Step 03

Bespoke Strategy

A clear, personalised financial plan is presented — practical, evidence-based, and fully aligned with your life.

Step 04

Ongoing Partnership

Regular reviews ensure your plan evolves with your circumstances, changes in the market, and updates in legislation.

Planning Tool

Retirement income estimator

An indicative guide to how much you may need to save. Not financial advice — speak to us for a personalised plan.

Your current age 40
Target retirement age 65
Desired annual income £50,000
Current pension pot £100,000
Monthly contribution £1,000
Estimated retirement pot
£0
Based on your inputs
Target pot needed£0
Projected pot£0
Gap / surplus£0
Adjust the sliders to see your indicative retirement position.
Get a personalised plan
This tool provides indicative figures only. It assumes 5% annual growth and does not account for inflation, tax, state pension, or changes in contributions. Not financial advice.
5 Questions · 2 Minutes

Financial Health Check

Find out where your financial planning stands — and where to focus next.

Question 1 of 5
0/5
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"

"For the first time, I felt like someone genuinely understood both our family's financial complexity and our long-term ambitions. The advice has been transformative."

Private Client, London

"The clarity and structure they brought to our retirement planning gave us genuine confidence for the first time. We finally know exactly where we stand."

Business Owner, Surrey

"An exceptional level of expertise combined with a genuinely personal service. I would not hesitate to recommend them to anyone with serious financial goals."

HNW Individual, London

Get in Touch

Your financial future
starts with a
conversation

Whether you're planning for retirement, building an investment portfolio, or navigating a significant financial decision — we'd welcome the opportunity to help. The initial consultation is always complimentary.

Location
London, United Kingdom
Availability
Monday – Friday, 9am – 6pm
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Who best describes you?
What's your primary focus right now?
Almost there — how should we reach you?