Services

Financial Planning A clear plan for where your money goes and why — built around your income pattern, goals, and timeline, not a one-size-fits-all template. This is the foundation everything else sits on.

Retirement Planning Whether retirement is decades away or, in the case of many athletes, arriving far sooner than most careers — I help you build a pension and investment strategy that reflects your real earning window, not a standard 9-to-5 timeline.

Investment Management Portfolios built around your goals and risk appetite, with access to a broad range of investment approaches — from mainstream portfolios to private markets and tax-efficient investing for those who need it.

Tax Planning Structuring your finances to legally minimise what you owe and protect what you’ve earned — particularly important for variable or high income, multiple income streams, or cross-border earnings.

Protection Planning Income protection, life cover, and contingency planning so a setback — injury, illness, or a dip in income — doesn’t undo years of financial progress.

Financial Reviews An honest, no-obligation look at where your finances currently stand, and what’s working and what isn’t — a useful starting point if you’re not sure what you need yet.