Bio

As a Partner at Select Investors, I advise and help my clients strengthen their financial positions. With over 25 years’ international banking, financial services and consulting experience across Sydney, New York, Tokyo, Hong Kong, and Singapore, I bring a wealth of expertise to meet my clients’ needs as a respected and trusted adviser. I am passionate about providing first class customer service through personalised holistic advice. Cultivating long lasting relationships with my clients is a priority by helping them reach their personal financial goals and objectives. I am also a KeyNote speaker and am actively involved in bringing financial literacy to people who are underrepresented in current investing circles through financial education and speaking engagements. Do reach out if I can help you plan your financial future. #trustedadviser #smartmoney #timemanagement #peaceofmind #clientneeds #financialempowerment #finanicaleducation #financialwellbeing #clientrelationships #holisticplanning #womenempowerment Specialties: • Tax efficient investments • Investment planning • Retirement planning • Education planning • Life Insurance and critical illness • Divorce and separation • UK pension consolidation • Financial Advisory • Portfolio management The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives