I provide a wide range of wealth management services to individuals and SMEs in the South East. My emphasis is on maintaining a long-term relationship with clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
I have been in Financial Services for 40 years and live in Alfriston Village with my wife and son and daughter.
Heidi joined the Practice in September 2008 as Practice Manager. Her key roles are to maintain regular contact with clients and keep all client information up to date, as well as running the appointments diary and ensuring office administration is dealt with on a daily basis. Heidi has worked in the financial services industry for over 20 years in all, with a 6 year break in between to work with a local law firm.
Outside of work Heidi has a busy schedule keeping up with her two teenage daughters and is a keen cook.