Freddie helps individuals, families, and business owners across the South West and London to create clear financial plans that provide peace of mind and a confident path forward. He is committed to building lasting relationships and regularly supports families across generations, ensuring their wealth is managed, protected, and passed on effectively for years to come.

He advises clients on:

·      Growing and managing investments

·      Planning for retirement

·      Protecting families and businesses

·      Managing wealth in a tax-efficient way

·      Passing assets on to the next generation effectively

Drawing on the practice’s combined 32 years of experience and the support of leading UK investment expertise, Freddie provides one-to-one advice built on trust, clarity, and long-term commitment.

His approach is straightforward: he takes the time to understand each client’s goals, simplifies complex issues, and creates tailored plans designed to work today and adapt for the future.

Outside of financial services, Freddie enjoys staying active and can often be found in the gym or on the court playing tennis and padel, as well as out on the golf course.

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