I am one of the principal Wealth Managers at BpH Wealth:
I guide and advise families, trusts, entrepreneurs and professionals. I help clients see the big picture, often challenging habitual behaviour around money that can act as a barrier to achieving personal and lifestyle goals. I love seeing clients become more comfortable with their financial position so that they can get on with enjoying life without financial worries or regrets. It is a real privilege serving clients over the long-term, through all the different stages of their lives, and seeing their goals achieved.
I am actively involved in leading and growing the business; and I get great satisfaction from challenging and empowering the team here at BpH Wealth, a team that never fails to surprise me with their passion and creativity. I enjoy learning from global best practice and working with the team to implement ideas for the benefit of our clients.
Key achievements:
- Becoming the first Certified Wealth Mentor in the UK
- Being one of the few Chartered and Certified Advisers in the UK. Helping to found the Global Association of Independent Advisors (GAIA), including by playing an instrumental part in writing our governance documents and registering the association in Switzerland. Watch the video on our About Us page to learn more about GAIA.
- Becoming the chair of GAIA in 2020.
- Helping BpH Wealth become the first UK firm to be accredited by the Centre for Fiduciary Excellence, the global standard that demonstrates we put clients first in all we do. Read more about CEFEX here.
Time with us:
Since 1988. I met fellow Partner, Michael Freedman, when I was working as a pension specialist for Sun Life Assurance.
Qualifications:
Associate of the Chartered Insurance Institute
Chartered Financial Planner
Certified Wealth Mentor
Certified Financial Planner
In my spare time:
I have attended practical philosophy classes for over 20 years. I enjoy spending time with my family, cooking, eating food and watching rugby. I love skiing and walking in the mountains, reading non-fiction and travelling.
