About Me

I began my career in financial advice and wealth management in 2015, working initially for an independent Swiss firm, helping expats understand and traverse the local market.

I then moved onto advising clients with a more international focus (UK, Switzerland, EU & Middle East).

I am an Associate Member of the CISI and I hold a Diploma from the CII.

I prefer to adopt a more conversational and consultative style, taking the time to understand not only my client's aims and objectives, but also their personalties. I want my clients to feel that they can trust me and that I will always have their best interests at heart. 

Financial advice is effectively problem solving. 

As such, I use a 3-step process when advising my clients:

- Why are you seeking advice?

- What can we do to improve things?

- How can we physically implement it?

- CISI International Certificate in Wealth and Investment Management

- Fintelligence: Proof of Knowledge for Entry to Swiss Client Register 

- CII DIploma in Insurance

- CII Insurance, Business & Finance

- CII Insurance Broking Practice

- CII Fundamentals in Risk Management

- CII Insurance Law

- CII Delegated Authority 

I am a University of London History graduate. 

Besides my native English, I speak French and Italian, passable German and Spanish and I am trying to (in vain) to learn Greek, so I can speak my wife's native language.

I am an avid reader of books about Ancient Rome, modern French history and cultural history. 

For my sins, I'm a huge Liverpool FC and Surrey County Cricket Club fan.