Specialisms
About
I am a Financial Planner within Menzies Wealth Management advising individuals, businesses and trusts in most areas of financial planning. I have expertise in providing estate planning solutions for high net worth families and investment advice for business owners following a sale.
I provide proactive advice and ongoing support to my clients throughout their financial journey, whether they are building their wealth for their future, or in retirement and looking for the most tax efficient way to take their income.
I am lucky to work with some fantastic colleagues and clients. Recently, I have been working closely with my colleagues from our Private Client team providing solutions for clients to reduce their inheritance tax liability. It gives me great satisfaction to know that I have helped divert millions of pounds from going to the taxman and into the hands of their loved ones.
There are a number of things in my life that bring me joy. I am a member of my local running club and have completed the London Marathon twice. However, the most important things in my life are my son who I am very proud of, and my gorgeous Labradoodle who enjoys running with me.
If you require any financial planning advice or guidance, please do reach out to me via email.