About me
As a Legal Director in the firm’s Private Client team, I help clients preserve their wealth for future generations and meet their succession planning aims.
My clients include business owners and high net worth individuals, and also farmers. In each case my approach is to understand what motivates the client and what their aims and objectives are so that we establish a firm foundation of trust, and I can work with them to achieve their goals over the long term.
It’s about knowing my clients and gaining their confidence – I’m motivated by a genuine desire to help solve problems and add real value.
I’m proud to have established the firm’s private client practice in Newcastle and Leeds and to have the support of colleagues nationally.
Away from work, I’m very family orientated and a big cricket fan – more of a follower than a player these days, I’ll admit, but the love of the game never leaves you!
My experience
- Full member of the Society of Trust and Estate Practitioners (STEP).
- Current chair of the North East and Cumbria branch of STEP.
Awards and accolades
- Shortlisted in the 2023 STEP Private Client Awards Digital Practice of the Year category.
- Author of A Practical Guide to Crypto Assets and Estate Administration published in 2022.
- Named in CityWealth Leaders List 2024.