
Highly qualified financial guidance for expats and putting you on the right path and leading you towards true financial freedom. We solve the costly questions and tackle tomorrow's challenges today.
10+
Years of advising clients across the UK and Middle East

I'm originally from Somerset in the UK, and in 2023 I made the move to the Middle East after working in financial services in the UK since 2010. My goal was simple: to challenge myself professionally, adapt to a new environment, and deliver real value to expatriates.
Financial services in the Middle East felt very different from the professional standards and principles I was brought up with in the industry. Over time, this has shaped a perception that doesn't always reflect what good financial advice should look like. Instead of dwelling on that, I'm focused on improving and redefining the industry's value through genuine expertise, passion, and a long-term commitment to helping people make smarter financial decisions.
Ultimately, I support clients on their journey towards financial freedom, so they can spend more time doing what they love with the people who matter most. For me, that means eating out with my partner, playing Padel (badly), and dealing with the emotional rollercoaster of being a Man United fan most weekends.
If you’re looking to create more space for what matters most in your life and want to gain clarity and optimise your financial position, I’d love to hear from you.

Independent financial advice specialising in retirement planning, pension advice, tax planning, and wealth management.
Get expert pension advice and long-term retirement planning tailored to your goals.
Smart investment planning and tailored financial planning to help your wealth grow steadily.
Trusted wealth management services for high-value portfolios.
Access to independent tax advice and forward-looking tax analysis that accounts for potential migration from the region and future estate planning needs.
Take proactive steps now to ensure a strong, secure future for your family and children.
Access regulated financial advice on insurance and protection.
The first step is a conversation, not a commitment. Schedule a complimentary discovery call to understand your position.
Complimentary 30-minute discovery session to assess your eligibility for wealth management services.
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