A personal interest in the complex drivers that shape your individual investment priorities.

When it comes to securing the financial future you want, you want to be safe in the knowledge that expert hands are building the path for you to reach your goals. When it comes to your finances, this means choosing a chartered financial planner who provides you with care, professionalism and knowledge on a full spectrum of services.

I have been working within the Financial Services Industry for over 30 years, providing a personal and bespoke financial planning and wealth management service that puts you and your money first.

I have built an outstanding reputation upon my commitment to providing complete professionalism, trust and integrity. My combination of experience, knowledge, passion, along with an unwavering ethical approach to financial planning is rare, earning me an exceptional reputation with many long-standing clients throughout Lewes and the whole of the South East including West and East Sussex, Surrey, Kent, and South London.

I am a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. This achievement has only been obtained by a very small percentage of independent financial advisers operating in the UK. I hold all three of the prestigious titles which are highly sought after within Financial Services. Along with a Fellowship, he is a Chartered Financial Planner and an Associate of the Institute of Financial Planners.

In addition, I also utilise a team of qualified support staff who provide a wealth of experience within the financial services industry.