Back to Directory

Professional Biography

I have been providing advice to High Net Worth and Ultra High Net worth clients for more than 20 years. I joined BDO LLP in 1999 where I worked in the Private Wealth Management business. In 2003 I was seconded to establish NLP Financial Management (NLPFM). More recently I worked in the Wealth Planning division of Deutsche Bank between 2008 to 2015 which I latterly headed. I have a particular emphasis on both UK Resident & Domiciled clients and UK Resident Non Domiciled clients. My areas of specialism include pensions, tax efficient structures and estate planning. I hold the accreditation of Chartered Financial Planner.

What is your favorite restaurant to take a client or colleague to?

Le Cafe du Marche

What is the best piece of advice you have ever received?

Try not to worry about what you cannot control

What was your first job?

A Settlements Clerk at Smith New Court

What is the book you recommend to everyone?

Kite Runner

What changes do you expect to see in your practice over the next year?

A continued emphasis on the use of technology to improve the client experience