Wealth planning is the art of creating a tailored strategy to achieve your financial aspirations and secure your assets for the future. I offer regulated advice to guide your investment decisions and optimise financial outcomes. I provide clarity, confidence, and a bespoke approach, ensuring your financial strategy aligns perfectly with your goals. Let me handle the complexities, so you can focus on enjoying your family, lifestyle, and passions, knowing your wealth is expertly managed for long-term success.

No. It is for anyone looking to optimise their financial position, minimise tax liabilities, and secure their assets. A great planner will always consider clients from all backgrounds. The truth, however, is that to provide an excellent service, planners dedicate countless hours and expenses to compliance, technology, IT security, education, learning, and yourself, as a client, and thus the cost can be elevated.

Yes, I have helped British individuals in over 25 countries, including Europe, Africa, Middle-East, Asia, the Americas and beyond. I am an FCA-regulated, EU-regulated Chartered Adviser. I specialise in helping clients in the UK and Portugal, which have very unique structures compared to other countries.

£250K is the minimum lump-sum investment. If doing monthly contributions, we'd expect a minimum of £5,000 per month contributed.

While most planners out there offer great servicing, some fall short. I take a holistic approach to managing your entire financial ecosystem, integrating tax strategies, estate planning and investment management to help you achieve long-term wealth preservation.

The beauty of our services is that they're initially at our expense, and free to you unless you decide to proceed with our advice. You get to 'test-drive the car' before committing to it. We provide a free initial consultation and will provide a full financial planning report at our expense detailing our professional advice. If you find that to be valuable, you can implement it, which we will do for you at the hourly rate displayed in our initial report. Our minimum fee is £5,000, and it can range from 3% to 0.50% initial implementation fee, and 1% to 0.50% p.a. fee.

Yes, of course you can. However, wealth planning is far above and beyond picking the right investments - and trust me, most people don't know how to invest half as well as they think they do. But wealth planning is fundamentally about the holistic management of tax efficiency, risk management, estate planning, succession, and much more.

I believe the value of my service far outweighs the fees. I offer clarity, confidence, and peace of mind through expert guidance and bespoke strategies. My approach allows you to focus on what truly matters: your family, lifestyle, and passions. With me handling the complexities, you can enjoy life’s luxuries stress-free, knowing your financial future is secure and well-managed. Embrace the freedom to live fully and savour every moment, while we ensure your wealth strategy aligns perfectly with your goals and aspirations.

No. Capital is at risk, as with every investment, and you may get back less than what you put in. However, our risk mitigation strategies are comprehensive to ensure your wealth is in good hands. And since my remuneration grows only when your portfolio does, rest assured our interests are perfectly aligned.