I provide financial planning advice to wide range of private individuals, primarily in relation to their pension and retirement goals, investments, inheritance tax mitigation and succession planning. In addition to advising clients, I also lead the financial planning team in Leeds, supporting them wherever necessary and ensuring a consistent level of service is provided to all our clients.

I lead an office of highly skilled Investment Management and Financial Planning professionals and support staff. I have a real passion for creating an environment for personal and professional development within our growing team. As a Financial Planner my focus is on taking the time to fully understand my client's lifestyle, their family and what makes them tick.By starting with a blank page I can understand what is important to them and what their hopes and dreams are for the future, so that I can start to build a financial plan to help them achieve those goals. It is vital to understand my client's current position and where they would like to get to, whether that be funding for retirement, determining if they have enough to retire, or passing money down the generations' tax efficiently. This is an ongoing process that will be refined and amended each year where appropriate, through navigating life's challenges.

As a Chartered Financial Planner, my ethos is simple and centres on understanding what the client wants to achieve and setting objectives to support those outcomes. At Rathbones, we champion a holistic approach to financial planning, ensuring we have a full understanding of your broader financial position.

Specialist areas that form part of my practice include:

Tax and investment planning
Estate and succession planning
Retirement solutions

A successful wealth management strategy combines the skills and expertise of financial planning with a robust investment management process to deliver a framework to maximise the probability of an individual meeting their aspirations. To this end, my role often incorporates working closely alongside our Investment Managers to help clients maximise their wealth.

My role is to work very closely with investment managers and their clients, understanding their needs and putting together suitable strategies. This tends to build on and add value to the already strong relationships that the investment managers have with their clients. Most of the planning I do involves tax mitigation via an array of investment vehicles including pensions, trusts, offshore investment bonds, enterprise investment schemes and offshore structures. The private clients I often work with include: lawyers, private equity partners, barristers, entrepreneurs as well as chief executives of various institutions.

I provide financial planning advice to a wide range of private clients. I cover all areas of financial planning, but I am particularly interested in cashflow planning and advising those who have recently acquired wealth, for example from a business sale or inheritance. This frequently involves working closely with other professional advisers to offer the best outcome for my clients.

I work within the Financial Planning team in Belfast which specialises in all aspects of Financial Planning and Wealth Management for clients. Something that really appeals to me about Financial Planning is how much it can really help people; and I think that this is something that is often overlooked when people think about a Financial Planner. The job ranges from helping people understand the basics of their financial situation; to solving very complex financial problems for clients. In both instances, and all the cases in between, it's all about helping the client to understand their financial goals and to plan for their future to achieve their aspirations.

I provide new and existing clients with financial planning advice which is both holistic and bespoke. I specialise in general wealth management which includes inheritance tax planning, pre and post retirement planning, income tax and capital gains tax planning. Typically, I am a firm believer in only engaging with clients where it is possible to add value through judicious financial planning. However, I am always happy to have an initial consultation with prospective new clients, at no cost to them, to ascertain whether we would be in a position to add value to their financial planning strategies and needs.

For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.

I provide bespoke financial planning advice to private clients, specialising in retirement planning, estate planning and tax planning.

My role is to develop, manage and build consistency within our Paraplanning and Support Teams, who are responsible for preparing technical analysis and reports, implementing recommendations, maintaining compliant files and preparing annual reviews for our clients. I look to install a passion in the teams I work with to fulfil their potential and have the desire to want to deliver extraordinary service as standard.