I am a Director in the Private Client Services team with 33 years’ experience of advising wealthy individuals and their families.
I advise a broad range of clients, but primarily UK individuals and Trusts.
The focus of my career has been to assist wealthy individuals and their families to optimise their tax and financial planning. I have served a pivotal role, as a pseudo Family Finance Director, in assisting them with any aspect of their affairs.
The key for me is to understand the people and their family dynamics, thus allowing me to suggest unique solutions to specific circumstances, which work both financially and humanly.
I joined Menzies after spending 24 years as Senior Partner of my own Firm.