I’ve been working in financial services since 2012 after developing an interest in personal finance during my undergraduate degree. My current role is a Chartered Wealth Manager at a London based Wealth Management company, who are regulated by the UK FCA and registered with the US SEC. I have a passion for helping clients meet their financial goals and working with them to develop a financial plan that allows them to meet their personal and financial needs.

When I’m not providing financial advice to clients, I enjoy spending time with my wife and newborn son, seeing friends and family, exploring the countryside, playing cricket and football, practicing the guitar, visiting new places, trying to lower my golf handicap and trying to improve my cooking!

Professional memberships & qualifications

• FCA reference number: GXF01516

• Certified Financial Planner™

• Chartered Wealth Manager

• Chartered CISI Fellow

• Committee member of the CISI South East Branch

• Diploma in Advanced Financial Planning

• Private Client Investment Advice & Management

• Investment Advice Diploma (Securities)

• Accredited Paraplanner

• BA (Hons) Accounting & Taxation