Patrick specialises in pension and investment matters.
Patrick started his financial planning career at a firm of Chartered Financial Planners in 2005 after graduating with a Masters in Mathematics, Operational Research, Statistics and Economics from the University of Warwick. Â Patrick specialised in the technical aspects of pensions and tax planning for wealthy individuals predominantly based in the City of London and achieved Chartered Financial Planner status in January 2010.
Patrick joined the TRH advice team in May 2012 and his main responsibilities are the day-to-day management of clients’ affairs, the construction of financial planning solutions and the smooth running of clients’ annual review and planning process.Â In addition, Patrick plays a leading role as Secretary for TRH’s investment committee.
In his spare time, Patrick enjoys challenging himself and completed a marathon in 2012.Â He is very fond of music (and is known to sing!), food and languages and is equally happy to spend his holidays either on the beach or on the ski slopes.