pounds & sense
BUSINESS
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Psychologists talk to people to help them better understand themselves. Marriage counsellors improve people's relationship with their spouses. Financial planners let people focus on their money.
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Our ability, efforts and thrift grow our wealth. Our needs, indulgences and taxes tend to dissipate it. Financial planners help you find the right balance.
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With over thirty years of deep and varied experience in finance, I very much enjoy sharing my knowledge with my clients, learning about their circumstances and objectives to discover a bespoke, suitable solution.
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I started working at seventeen. I have learned a great deal from pivots in my long career, working in different countries and doing complex things on my own – more so than most financial planners. It is a unique advantage in client relationships – life experience is an intrinsic part of financial planning. It feels great to help others.
PERSONAL
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Some of my personal interests stem from my professional activity – computing, finance and investments. I diversify by reading historical non-fiction, swimming, dabbling in residential renovations, and baking – proud to say that I am a baker par excellence.
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​I received my MBA from Stanford (California) and then spent thirty years in finance – working as an equity analyst; advising ultra wealthy individuals and institutions at UBS, Merrill Lynch, and RBS on complex financial strategies and derivatives; consulting in derivatives risk management for top investment banks and ECB; and now as a personal financial planner.
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My goal is to learn Mandarin so that I could travel all around China each year and learn people's life stories directly. Mandarin is difficult...
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I live with my wife and son in North London.