I help private individuals, and families, to think about their financial goals and to grow their wealth to achieve them. Specialising in managing tax efficient investment portfolios for individuals and family trusts, I work with my clients to understand what matters most to them. Whether it be saving for the future, for school fees, for retirement or to generate additional income, I tailor my investment strategies to meet their specific needs and aspirations. I have completed an Executive MBA at Cranfield University and I hold the STEP Certificate for Financial Services (Trusts and Estate Planning).