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Work Background
Paratus WealthSenior Partner and Financial Advisor
Oct. 2025GlobalAs a Senior Partner and Financial Adviser at Paratus Wealth, I specialise in guiding high-net-worth individuals and families through the complexities of wealth management. My focus is on creating tailored strategies that preserve and grow assets across generations, balancing sophisticated investment insight with a deeply personal understanding of each client’s goals. At Paratus, we pride ourselves on discretion, trust, and long-term partnership - ensuring our clients’ financial ambitions are met with clarity and confidence.
MCDONALD ASSOCIATES LIMITEDWealth Manager and Head of Commercial
Aug. 2024 - Mar. 2025United KingdomThe role was to assist the shareholders create a business plan fit for the future of the financial advice industry and attract European investors to provide finance to help grow the business. I oversaw changes in the tech stack, commercial proposition, and routes to growth through acquisitions and IFA hires. After building a senior management team, merging three businesses together and completing on the new investment in January, the business is set up with a strong growth trajectory.
True Potential LLPWealth Management Partner
Mar. 2023 - Aug. 2024London and South EastAs a UK-based regulated financial advisor with over 15 years of experience, I am dedicated to empowering clients to achieve their financial goals and secure their financial future. By combining expertise, in-depth market knowledge, and a genuine passion for helping people, I have built a strong reputation for offering tailored financial solutions that put clients' needs at the heart of every decision.
Having established a successful career in financial services, I have developed a deep understanding of the complexities of the UK financial landscape, enabling me to provide clients with holistic financial planning that considers their entire financial picture.
Specialising in retirement planning, investment management, and tax-efficient strategies, I work closely with individuals and businesses to help them make informed decisions, maximise growth opportunities, and preserve wealth.
Change the Rules LimitedDirector, Owner
Oct. 2020United KingdomChange the Rules has been created to provide a full holistic suite of financial consultancy and professional services to individuals and businesses. Having had over 15 years experience in finance and professional services, ranging from Private Equity, Corporate Banking through to Investment management and sophisticated cashflow and financial planning. Providing access to a wide range of top tier professionals in the legal, accounting and creative spaces where needed, Change the Rules offers a 'one stop shop' to manage you, your family and your businesses future.
St. James’s Place Wealth ManagementDirector at AJT Wealth Management Limited: Partner Practice of St James's Place Wealth Management
Sep. 2017 - Mar. 2023Kent and South EastAs Director of AJT Wealth Management Limited, my focus is on providing holistic and bespoke financial advice and investment management to a wide array of high net worth individuals and business clients.
My aim is to help you achieve yours, whatever that may be. The world of financial planning is complex and continuously evolving so staying on top of your wealth and planning needs is increasingly difficult without the right financial partner. All advice provided through AJT Wealth Management is face to face and tailored to your needs including assistance in:
- Achieving your lifetime goals
- Structuring your estate planning requirements
- Providing protection both personally and for your corporate needs
- Efficiently investing surplus cash flows or business drawings The array of services provided is broad and essentially my aim is to manage your financial requirements so that you can focus on living the way you want to, both now and in the future.
Each client is unique and so are their circumstances. That is why I would suggest making contact directly to discuss the benefits of long term financial planning. The value of an investment with St. James Place will be directly linked to the performance of the funds you select and the value can go down as well as up. You may get back less than you invested.
Societe Generale Private Banking - Kleinwort HambrosBusiness Development Manager
Sep. 2015 - Sep. 2017London, United KingdomAt Kleinwort Hambros Private Bank we provide bespoke and tailor made wealth planning and investment solutions to High Net Worth Individuals, Family Offices and External Asset Managers.
Our teams of Bankers, Investment Experts and Portfolio Managers ensure effective risk management based on your individual profile and provide sound investment advice with access to a plethora of products and investment services. Having access to Société Générale Investment Bank to provide innovative and market leading investment products is a key benefit in addition to a broader quasi open architecture investment approach. Feel free to contact me for any financial planning, investment and lending services, both for Individual and Intermediary clients.
Societe Generale Private BankingPrivate Banker
Jun. 2013 - Sep. 2015Guernsey, United KingdomSG Hambros are a prestigious Private Bank backed by French parent, Societe Generale. SGH specialise in building and managing relationships with High Net Worth Individuals and Financial Intermediaries providing comprehensive Banking and Investment Management services for an array of portfolios and requirements. Our locally based Fund solutions and portfolio management team offer both advisory and discretionary wealth management and planning solutions with leverage for various requirements also available.
My role is to build and manage connections with a global client base, providing access to core banking services, lending and investment management.
HSBCRelationship Manager- Funds, Intermediaries and Captives
Jul. 2012 - May. 2013GuernseyI managed a portfolio mainly consisting of Captive Insurance and Fund clients ranging from Private Equity to Open Ended vehicles and Hedge Funds. The Captive Insurance vehicles are largely subsidiaries of listed UK PLC's and require a variety of services from treasury management, payment solutions and trade facilities. On the Fund side we looked to manage everything from foreign exchange risk through to investment and debt provision.
Royal Bank of Scotland InternationalCorporate Manager for Private Equity and Private Equity Real Estate Clients
Oct. 2008 - Jul. 2012I worked in the relationship team looking after Institutional clients, predominantly private equity funds.
The Royal Bank of ScotlandBusiness Development Manager
Aug. 2007 - Oct. 2008In this role I prospected and developed business with mid-large corporate clients in the Yorkshire and Humber region.
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