Your Advocate
It can be difficult to make important decisions alone. Whether you want to adjust the direction of your life, or you need help to navigate one of life’s transitions, I can help. My role is to act as a sounding board and to help you think logically and holistically before making decisions. Ensuring your actions align with your values and plan. With no vested interest – other than your well-being and future security – I’ll be by your side to guide you to make the right choices. This clarity will allow you to enjoy life now, safe in the knowledge you are heading in the right direction for the future you envisage.
Wealth
management
support
If you’re undergoing a major life event, you may feel it appropriate to review your financial affairs to ensure they’re in line with your values and priorities.
As founder and Chief Executive of Xentum, a specialist firm of lifestyle financial planners, I’ll be happy to refer you to experts who can help you with everything from investment management to estate planning and pension arrangements. I know feeling secure with your finances is a huge part of removing anxiety and complexity from your life.
"His holistic and unique approach to lifetime financial management has had a profound effect on my ability to plan and understand personal finance. He is always there, always positive and always wise. I can’t recommend him too highly."
