Honesty & Integrity is at the heart of everything I believe in and practise. Working with you and your family, I help guide, plan, integrate and drive your personal and business goals hand in hand toward the chosen exit point. The investment strategy wraps around the plan to create the most tax efficient opportunity to meet those goals. I have managed my business since 2012, been in the investment and planning arena for 15 years. Before that I was in Hospitality Management for 18 years running businesses with £6-£22m turnovers. I am Trustee to 2 charities. I am also seeking more opportunities at Non-Exec Director level.