Away from work

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Originally from Birmingham, I've lived in Budapest since 2001.

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Married with two children, I spend most of my spare time with my family.

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I Like

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Being outdoors, hiking, cycling, and skiing.

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Back to my day job...

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If you're looking to make sense of your finances and achieve financial peace of mind, I can help.

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To do this I wear three hats...

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Life Planner

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Life is not a rehearsal, precious time is slipping away, my job therefore is to identify exactly what sort of life you want to live, and the type of lifestyle you want to enjoy during the time you’ve got left on this planet.

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​Financial Planner

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With the aid of our financial planning software, I will show you where you are heading financially, and help answer life’s big questions, such as:

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Are we going to be OK?

When can I retire or slow down?

How much is enough?

Do I have enough already?

 

At this stage we'll also explore what you need to be doing now in order that you don't run out of money later. And we will interactively build your road-map to financial independence and peace of mind.

 

​Financial Adviser

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At this stage, if the needs of your Financial Plan indicate that Financial Advice is required around pensions, investment portfolios, etc., any advice given will be of the highest quality because it will be entirely relevant to you. It will be based on what really matters to you, what you are trying to achieve with the rest of your life, and not driven by any need to engineer the sale of a financial product.

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Most advisers only wear one hat: the Financial Adviser hat. This means the focus is often more on your money than on you and what you want from life. I believe this is the wrong approach.

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By wearing three hats, we go the extra mile. By really taking the time to understand you and what you want from life, we can help you achieve the best life possible with the money you have.