CHARTERED FINANCIAL PLANNER & FELLOW OF THE PFS
Ed transitioned to Wealth Management and Tax Planning in 2013 after founding a high-net worth risk advisory consultancy in the gaming sector. As a Languages graduate from Cambridge University he measures face-to-face communication as one of his key skills.
Ed works tirelessly to deliver tax-advantaged solutions for his clients noting that the most ‘black and white’ route to incremental gains is improved tax efficiency.
He takes great satisfaction from finding the right individual solution for each and every one of his clients. Ed seeks to tailor the presentation of his advice to his clients’ preferences, though admits a predilection for a spreadsheet.
When not in work he enjoys spending time with his young family, though can also occasionally be found on the golf course or at the races.
Ed sees his key responsibilities as providing clarity at all times and finding the most effective, and tax-efficient, route to achieving his clients’ goals.