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Refreshed brand and new website

17 October 2024

I am delighted to launch my new brand and website.

When I set up the Practice in 2017, having had a successful career in Private Banking and Investment Management, I had one clear aim. This was to use my knowledge and experience to make bespoke wealth management available to a wider audience than was previously possible.

Now, nearly 8 years on I am proud to be working with a diverse range of clients who refer to me as their trusted Adviser.

Bringing the professionalism and tools that I used with privileged individuals in my Private Banking days, and applying that in a friendly and accessible way, has allowed me to grow my business rapidly. I now work with a wide range of enormously interesting people. I take my responsibility to them extremely seriously. 

I aim to provide a distinctive service to my clients. To be available when they need me and to provide common sense advice in good times and bad. I put clients at ease and involve them at all stages so that they can have fantastic peace of mind, knowing that their futures are financially secure and well planned for.

My brand is an integral part of who I am and what I believe in. I hope you will agree that the new website and branding better reflect my personality, values and unique approach to client advice relationships. 

I am proud of what I have achieved with the refreshed look and pleased I am able to launch and share this exciting step.

To learn more about me and my values, click here.