I have over 20 years of experience in the financial planning industry and have been with Hazlewoods since 2011.
I specialise in team management, inheritance tax (IHT), trust and estate planning. My extensive background has equipped me with a deep understanding of the complexities involved in financial planning and the ability to provide tailored solutions to meet clients’ unique needs. It has also provided me with the experience to explain complex issues simply and concisely.
Throughout my career, I have successfully led teams to achieve outstanding results, fostering a collaborative and grown-up culture. My expertise in IHT, trust, and estate planning allows me to offer comprehensive strategies that ensure clients’ assets are protected and efficiently transferred to future generations.
Hobbies & Interests
In my spare time I love watching rugby and spending time in the beautiful Gloucestershire countryside with my wife, two young children and Labrador.