My approach
After four decades of experience, I have learned that the most important question is often not simply:
How I work
My perspective comes from seeing how complex situations unfold in the real world, not only on paper. What matters is what is likely to happen, not only what is technically possible.
Conversations stay private. An introductory discussion carries no obligation, and nothing is taken further unless you decide it should be.
I sell no products and earn no commissions. There is nothing I need a client to buy, which is what allows the perspective to be genuinely independent.
In practice
There is no fixed process, but most conversations move in this order.
You describe the situation in your own words. Nothing is assumed and nothing is prescribed before I understand it.
The questions are often the useful part, because they surface what has not yet been considered.
Issues that appear unrelated at first are frequently linked. Those links are where consequences hide.
We work through the potential consequences of different courses of action, including the long-dated ones.
Where specialist advice is required, I encourage clients to work with the appropriate professional adviser.
Alongside, not instead
Your lawyers, accountants, financial advisers and other professional advisers remain the right people to advise within their own fields.
My role is to bring experience, perspective and independent thinking to the table.
Often the most useful outcome is a better conversation with the advisers you already have. Clients leave knowing what to ask, what to watch for, and which decision needs to be made first.
If a decision has been sitting with you for a while, talking it through is usually the fastest way to see it clearly.
Arrange a confidential conversation