Theo is a Chartered Financial Planner and qualified Pension Transfer Specialist and has over 16 years of experience across the Professional and Financial Services industries initially within a Big Four accountancy practice. 

Theo has spent the last ten years at one of the largest wealth management firms in the UK and is a member of the Personal Finance Society, Chartered Insurance Institute and Association of Taxation Technicians, and has been advising clients on all areas of Financial Planning since 2017.

Theo is incredibly passionate about Financial Planning and demonstrating the value it can add to clients’ circumstances.  Theo enjoys taking the time to get to know clients to understand their unique personal circumstances and objectives so that he can provide tailored advice.  Theo specialises in Retirement Planning and Estate Planning and is skilled at explaining complex matters in a clear and simple manner.

Outside of work, Theo is kept busy by his young daughter but enjoys watching and playing sport, hiking, films, travel and spending as much time as possible with family and friends.