I qualified as a Financial Adviser in the UK in 1992 and practiced there until 2005. Since then I have operated predominantly in Luxembourg and latterly also Majorca.
I channel many years of experience, dealing with many nationalities, with a variety of needs, circumstances and concerns, into providing clear, pragmatic, easy-to-understand advice.
I enjoy working in the Superyacht industry because of its vibrant, energetic, open minded people, and because it takes them, and me, to some of the nicest places on the planet.
I stayed within financial services because I enjoy helping people, and providing clarity on their financial futures with a saving, goal-orientated discipline. Witnessing their evolution to financially knowledgeable individuals is a great feeling.Arrange a meeting
Download the yachties guide to saving
Our guide takes you through the top tips to becoming a regular saver, how to plan and manage a budget both off shore and on-shore as well as savings checklist.