Meet the Partners

I look after our Inheritance Tax and investment clients. As well as being a diploma qualified finance planner, I am also a chartered accountant, one of a handful of such individuals in the country.

I graduated in economics at Manchester University in 1981, and then went on to qualify with leading accountants Stoy Hayward.

In 1987, I set up my own firm and spent 17 years advising clients on tax affairs. During this time, I realised that there was a gap in the market for ethically-delivered financial advice rather than commission-driven product sales, and so I set up Square One Financial Planning LLP in 2003.

I am the author of the Inheritance Tax guide “Keeping the Taxman Out of Your Home”. The purpose of this book is to help people understand IHT without having to seek expensive advice. It explains what is going on clearly and without technical language.

I am committed to providing top quality advice, in plain English, at a fair price.

I am married, live in Arundel and enjoy sailing and astronomy.

I look after retirement and investment planning for our clients.

I joined the financial services industry in 1998 and became a diploma qualified finance planner five years later in 2003.

My first position was for a financial advisory practice in Bedford and I have since worked with life insurers and national firms to gain diverse experience. I joined the Square One team in July 2006 as a Partner.

I was drawn to Square One’s highly ethical approach and their ethos for providing quality, objective advice along with the leading edge strategies that we adopt.

My aim at Square One is to help people understand their choices and help them make an informed decision that best suits their current situation and helps achieve their future needs and dreams. I also run the firm’s investment committee to ensure that we maintain a quality and consistent approach to their finances.

I am married with a lively toddler and live on the South Coast. When not working I enjoy hockey and DIY.