OUR PEOPLE

I know that the financial and regulatory issues my clients face have a major impact on their business and personal lives, so that is my starting point. I make sure that I know how their business works, what their priorities are and what levers need to be pulled.

Whether they are independent financial advisers, SIPP or SSAS trustees or a company in the fintech sector, my approach will always be both pragmatic and positive. I love getting into the detail of things and never forget that, however large or small the client may be, the advice I give them can have huge consequences.

My experience in the financial services industry over the last 30 years (I try to avoid being called a veteran!) means that I build a relationship with my clients and can support them with the full range of financial regulation issues. It is a very complex area, open to different interpretations but getting it right can be the difference between your business having a prosperous or wretched future. Regulation can be seen as a positive – it can be an opportunity.