Based in Kent, I provide wealth management advice to clients both within the City, and more widely throughout the South East of England.

I have worked in the financial services sector, specifically providing face to face Advice, for over 14 years. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified to provide advice in respect of trusts* and estate planning. However, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, inheritance tax planning and retirement strategies.

Fundamentally I see my approach as one of problem-solving for the Client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

*Trusts are not regulated by the Financial Conduct Authority