I firmly believe that the foundations of successful financial planning lie in getting to know clients and forging long-term, trusted relationships with them. Not only does this enable a perfectly-tailored approach to wealth management, it also provides the building blocks to assist clients with changes in their financial and personal circumstances, and also with changes in legislation.

For over 30 years in the financial services profession I have advised clients in establishing invaluable long-term financial planning strategies. I am very aware that regular meetings to maintain, update and review planning are crucial to my role and clients’ best interests.

I specialise in all areas of pension, investment and inheritance tax planning, on a personal and a corporate basis. With access to a full range of specialists within the St. James's Place Partnership I am able to offer a comprehensive financial planning service in terms of all other financial requirements.