As Head of Wealth Proposition my responsibility is to ensure that our clients receive the very best of advice relative to their circumstances, be that through our guidance or advice.
As a team, we provide guidance and advice that informs our clients. This ensures they make the right to decisions for them to achieve their goals and aspirations for the future.
Head of Wealth Proposition
Our team are highly qualified and experienced in ensuring clients receive the very best of service and advice. They have access to the whole of the market and use a number of market leading tools to support clients. Our focus is on creating long term relationships founded on trust and confidence. We aspire to put ourselves in the shoes of our clients – allowing them to make more informed and better decisions and giving our clients confidence and clarity in their financial future.
Personally, I have worked in Financial services, specifically Investment Management, Private Banking and Financial Advice for 23 years, having started my career in London, before moving to Bristol 12 years ago. I am married with 3 children, 2 dogs. I am a trustee of our local hospice which I find particularly rewarding, while in the rest of my spare time I enjoy playing a range of sports (badly) and walks with the family and dogs.