Brendan provides specialist planning and tax advice to ensure that private clients are making full use of the tax efficient opportunities available to them. He ensures that his clients are comfortable with their investments and are ideally placed to achieve their goals and objectives. He feels that it is essential to obtain a full and comprehensive understanding of his client’s circumstances and provide individual solutions in a concise and understandable manner.
Initially starting in the accountancy industry, Brendan has been helping individuals with their financial affairs for over 35 years. A Chartered Financial Planner, Brendan has progressed throughout his career in financial services and has wide experience in helping individuals directly with their tax affairs and advising on complicated pensions transfers, as well as spending time in more technical roles supporting other advisers.
Married with two grown up sons, Brendan enjoys following London Irish rugby club. His other interests include gardening, cycling and long walks with his wife and friends.