Position: Independent Financial Adviser
I joined Regency in 1993 and was a Director of the firm for more than 20 years until recently standing down from the Management Team.
I hold the Diploma in Financial Services, is a member of the Chartered Insurance Institute (CII) and have a Statement of Professional Standing.
My clients receive a committed personal service and I have been providing advice to many of them for more than 20 years, on a mutually beneficial basis.
I work closely with clients to manage their investments successfully, optimising tax efficient investment solutions tailored to a client’s particular needs involving areas such as advanced Pension planning, ISA utilisation and VCT/EIS recommendations. This will often include Inheritance Tax mitigation including the use of relevant Trusts and BPR and ISA investments. In many cases involving liaison with clients’ solicitors and accountants.
When not working I am an enthusiastic golfer and follower of the England Rugby team. I ski regularly if not elegantly and enjoy spending time with my family at our property in France.