More About Me
I work with a small number of HNWI and their families to ensure that they get the advice they need efficiently and quickly. I am very happy to provide an initial call or meeting to discuss your needs and if I am not best placed to help you I will say so.
Its only with a deep knowledge of your overall financial picture I can effectively advise on the best structure and planning opportunities for you and your family. You can count on me to offer you an objective perspective and the strictest confidentiality.
I am married with 2 boys and a crazy labrador that keeps me busy.
Specialist Services for HNWIs & Family Offices
I have over 25 years experience as a Chartered Tax Advisor in the UK.
I provide advice to High Net Worth Individuals ‘HNWI’ and their families and related businesses on financial matters including protecting family wealth, trust/estate planning, succession, asset disposal, structuring and family offices.
I have expertise in international matters, regularly advising on residence, domicile and global structures; I provide virtual family office services and using my experience of running a single family office, advise on family office set up, structuring and governance. I also work alongside family offices and other trusted advisors.
I have significant experience in providing tax advice to the financial services industry including investment managers, hedge funds and the private equity industry.
Having spent 15 years in practice, mostly within the Big 4 professional services firms, over a decade as CFO of an investment management business and running the single family office of a HNWI, I am able to provide bespoke advice through the eyes of the client.
My objective is to understand your needs, ambitions and individual circumstances and deliver professional services accordingly in a clear and timely manner.