I am a Financial Planner and a member of the Investment Committee at Yellowtail. I advise and look after about a third of our clients with a specific focus on dentists and have a lot of experience of using Small Self Administered Pension Schemes to purchase commercial property (dentists using pension schemes to purchase practice premises). I work with clients over many years, from the initial financial planning through annual reviews, and dealing with inheritance tax planning. My work includes evaluating a client’s current financial position and recommending strategies for investment management, tax planning, estate planning, risk management and reviewing results regularly to evaluate the client’s progress toward meeting individual financial goals.
Whether working with our individual or business clients, I work closely with the team to make sure all the details of client plans are carried out and implemented.
I graduated from the University of Kent with a Bachelor of Accounting and Economics, and I presently hold the Diploma in Financial Planning and am working towards achieving the Advanced Diploma in Financial Planning for Chartered status. I’m a member of the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII).
I have two daughters and a son. I enjoy spending time with friends and family, traveling, cooking, playing badminton and also learning to play golf.
The best advice I’ve ever been given? There are many but one that I always try and live my life by is to “treat others as you would like to be treated yourself”.