Your team

At work

I have over 30 years’ experience of personal financial planning and tax planning. I specialise in wealth and tax management for professional or retired individuals and business owners, who often have above-average incomes. I enjoy supporting my clients with pre and post retirement planning advice.

At home

My interests include reading, writing, keeping fit, yoga, salsa dancing, golf and following my favourite football team, Spurs.

Spotlight questions

On an ideal weekend, you can find me:

Playing golf, going to Hot Yoga, Salsa dancing, shopping, spending lots of quality time with my family

My favourite holiday destination is:

Switzerland, because of my love of mountains and lakes

My favourite song to play in the car is:

‘Stairway to Heaven’ by Led Zeppelin

The first album I bought was:

‘Foxtrot’ by Genesis

If I could be any fictional character, I would be:

James Bond

If I could turn any activity into an Olympic sport, I would win a medal in:

Pool

When the dessert menu arrives, I’m looking for:

Chocolate ice cream

The three qualities that draw me to new people are:

Engaging personality, good conversationist and a great attitude

My pet peeve is:

Negative people

The best gift I’ve ever received is:

A book called ‘Into The Light’ by Tony Byrne which consisted of 200 blank pages

The three people at my dream dinner party would be:

Warren Buffett, Celine Dion and Mauricio Pochettino

The three small things that make my day better are:

Spending quality time with my family, working with my great team at Wealth And Tax Management and latte