About me

I am originally from the United Kingdom but spent most of my life living as en expatriate in Hong Kong. I have also had the pleasure of calling Germany and France home in my younger years. I now live in Singapore with my wife where I operate a financial planning and wealth management practice.

I have over 25 years of international financial and insurance experience and am dedicated to helping clients navigate the complexities of their finances with dedication, care, and a professional and friendly attitude.

I stay updated with the latest financial trends and regulations, ensuring advice remains relevant and effective. This enables clients to make well-informed decisions about their finances. Areas of focus include:

  • Goal led Financial Planning

  • Investment Management

  • Insurance Solutions

  • Retirement and UK Pensions

  • UK Tax Planning and repatriation

  • Succession and Estate planning

With an academic background in Business and the Sciences, I believe strongly in evidence based investing and financial planning. It is the only thing that reliably and sustainably works and impacts all aspects of the services I offer.

The aim is doing only what makes sense.

Using expertise, knowledge, data and facts to take emotion and guess work out of decision making.

This strategy has proven to give clients the highest possible chance of achieving the goals they have.

What to expect from me.

Expertise

I bring over 25 years of financial planning and wealth management experience that enables me to address complex financial situations.

I also hold Chartered level qualifications and a unique breadth of knowledge spanning Hong Kong, Singapore and the United Kingdom financial systems.

Let me help relieve any anxiety you have about money and plan for a secure financial future.

A Personal Touch

I provide a personal touch to clients and through my professional network tap into support and capabilities of a much larger business. Wherever the advice process takes us, expertise, even in the most niche or complex areas is at hand from the best brains in the business.

High Ethical Standards

Part of my Chartered qualifications and regulated status involves adhering to ethical standards.  This means doing things properly, putting you at the heart of the process, no hidden fees, incentives, or compensation that may prevent me from providing you with the best advice.

My advice and wealth management services are bespoke and tailored to each clients needs. Advice is fully transparent and any fee are disclosed before you make any decisions.

Total Independence

As a Regulated Independent Financial Advisor, I am not beholden to any products or third parties. I am free to assess all available solutions for clients. This makes it so my guidance is based entirely on what is right for you, your family, your business or you clients.