London, England, United Kingdom
As Head of Wealth Planning, I bring experience as a trusted adviser to a wide client base of entrepreneurs, Board Directors and private equity professionals. I have over the years developed long-standing relationships with clients, in some instances now advising the third generation of family members. I help set our high standard of technical regulated advice delivery - people know me in the market particularly in the complex area of UK pension provision. I joined Stonehage Fleming (now Corient) back in 2012 having spent the majority of my career advising private clients from within the professional consultancy environment at City Chartered Accountants Deloitte, Andersen and RSM Robson Rhodes.
Stonehage Fleming Wealth Planning is the private client financial planning arm of the multi-family office, Stonehage Fleming. We provide holistic planning and investment advice to HNW individuals and their families with investible wealth of between £2 - 10million, and those who are currently accumulating wealth to those levels.
FF&P Wealth Planning is the private client financial planning arm of the multi-family office, Fleming Family & Partners Ltd. We provide holistic planning and investment advice to HNW individuals and their families with investible wealth of between £2 - 20million, and those who are currently accumulating wealth to those levels.
Led the Pension Consulting and Financial Planning arm of the FSA regulated team within Deloitte Private Client Services. Particular focus on complex retirement planning and strategic wealth planning.