Louis’s proudest moment as a Financial Planner was achieving Chartered status at the age of just 26 after eight years of mostly continuous studying and sacrifices. Today, he uses that hard-earned knowledge to help a wide variety of different clients.
Louis focuses on general holistic financial planning, including Inheritance Tax assessment and solutions and AIM options. He can provide advice across a range of areas, including Venture Capital Trusts, pensions, ISAs, General Investment Accounts, and bonds both offshore and onshore.
Rest and play
Louis is a big adrenaline junkie and loves activities such as sky diving, cliff jumping and off-roading on his adventure touring motorbike. He also often partakes in physical challenges such as Tough Mudder.
Louis has a passion for helping others and tries to visit the homeless in York when he can. Louis has also recently registered to be a volunteer for Dementia Forward. This will involve helping advise members of the public in his spare time who have been unfortunately diagnosed with young-onset dementia.
On an ideal weekend, you can find me:
Riding my motorbike to Wales or Scotland to enjoy their beautiful roads – possibly with a little bit of off-roading.
My favourite holiday destination is:
Anywhere in South East Asia.
If I could turn any activity into an Olympic sport, I would win a medal in:
Talking, especially talking loudly! I’ve been known to give myself a headache.
When the dessert menu arrives, I’m looking for:
Brownies! But only the slightly crusty on the outside and gooey on the inside ones.
My pet peeve is:
People who don’t have manners.
The best gift I’ve ever received is:
An experience of swimming with sharks in a tank.
The three people at my dream dinner party would be:
Leonardo da Vinci, Leonardo DiCaprio, and Michael Jackson.
The three small things that make my day better are:
Being productive at work, lovely food, and an early night.
Three things I haven’t done so far include:
Learn how to fly a plane, swim with sharks in the wild, and solo skydive.
Meet the rest of us
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