I became an IFA with Vision Independent Financial Planning Ltd in 2017 having spent the last decade working for HSBC and Barclays in London, where I specialised in providing wealth management advice to a portfolio of private clients.
Vision’s philosophy and values aligned directly with my own core beliefs – namely a passionate interest in building long term relationships, founded on trust and based upon providing the most appropriate financial advice to an individual client’s needs. I believe that this is best achieved through providing Independent advice.
The ability to offer truly Independent Financial Advice is extremely important to me and I feel that being able to offer an unconstrained, ‘Best of Market’ approach, is critical in enabling me to source the best solutions for my clients, along with the freedom to spend as much time with each client as they need.
Outside of work, I am married with two young children. Most of my spare time is taken up with various children activities but I particularly enjoy spending time exploring Ashdown Forest and surrounding areas.