Finance
I am a Wealth Manager at Coutts, working closely with entrepreneurs, business owners and their families, particularly those who have built and successfully exited a business. I support clients through the complexities of a business sale by coordinating with trusted accountants, corporate finance advisers and legal specialists, helping to ensure the right expertise is in place at the right time.
Following a sale or liquidity event, I help individuals and families navigate their new financial landscape and plan confidently for the future. This includes long-term financial planning, cash-flow forecasting, investment strategy, estate and inheritance tax planning, and intergenerational wealth structuring. A key part of my role is helping families align wealth with their long-term objectives, values and succession plans across generations.
I also provide access to Coutts’ private banking capabilities, including tailored banking, lending and liquidity solutions through a leading UK private bank.
My aim is to act as a long-term strategic partner to clients and their families—simplifying complexity, connecting them to the right advisers, and supporting the preservation and growth of wealth across generations after a significant business exit.