Having graduated Plymouth University with a First in Business Management, I began my career in Financial Services at Reeves Independent, a Financial Times top 100 advice firm in the UK. As a bit of a geek myself, I quickly developed an obsession for the finance and investment world, and after becoming fully UK qualified, started looking for other ways to progress my knowledge. This lead me to become qualified in the US also, and shift my focus to the complex world of cross-border advice.
Fast forward a couple of years and I am now an expatriate myself, living in Malaysia and spending my time helping clients in a similar boat. What excites me about cross-border advice is the opportunities that open up when you're an international citizen, especially the tax advantages!
I frequently host seminars discussing these advantages and wider financial planning, minimising inheritance tax liabilities, and structuring your assets in the most profitable way.
In my spare time I enjoy reading, travelling and all things sport and fitness related. Some hobbies include surfing, football, Brazilian Jiu Jitsu, and weightlifting. Always trying to be better than yesterday!