Specialisms
About
I joined Menzies Wealth Management following 27 years working for two major UK investment businesses.
I bring with me considerable expertise in offshore investing and estate planning solutions for High Net Wealth individuals & families with inheritance tax issues.
Prior to coming to the UK in 1990, I was US based for 7 years, including 3 years in a finance role at the University of Southern California (Los Angeles), having first completed my degree at Florida State University.
If you require any financial planning advice or guidance, please do reach out to me via email.