About me

Founded in 1995, I am based in Ickenham in Middlesex and joined the St. James's Place Partnership in 2010. Since then, First Choice Financial Management has evolved into the Practice that it is today with clients based across London and the Home Counties.

My business is built on the premise that I must be honest, authentic and switched on to my clients. Although I like to operate in a friendly and informal way, I take what we do very seriously – recognising the responsibility I have in making sure your life savings are looked after well.

I represent high net worth individuals, small business owners and company directors, and provide professional advice on all areas of wealth management, including:

  • Pre- and post-retirement planning
  • Lump sum investment planning
  • Inheritance tax planning
  • Investment planning for income
  • Generational planning

I help my clients set their goals for the future by creating a bespoke financial plan using state of the art technology and cash flow modelling tools and meet regularly, according to individual needs, to check if they are on track to achieve their goals. I pride myself on my professionalism and personal integrity in all of my business dealings.