Summary
Financial Planning and Wealth Management to Hign Net Worth individuals and companies.
Expertise
Tax Planning and Wealth Management for Owners, Directors and Partners of a business from outset through to the business sale and beyond.
Proceeds from business sales or any form of sudden wealth are advised upon to provide the optimum solutions dependent on the client's objectives.
Experience
-
Apogee Wealth Management ltd
Director
- Current
Qualifications
DipPFS
BA (Hons) Business Studies
Clubs and Associations
Member of the Personal Finance Society.
Interests and Hobbies
Most sports but mainly football, squash, golf and tennis.
Also hold a Private Pilot Licence for recreational flying.
Also hold a Private Pilot Licence for recreational flying.