I have been involved in Financial Services for over 30 years and have helped many individuals and businesses to safeguard and grow their assets, at the same time becoming very good friends with my clients by developing a lifelong relationship.
Over those 30 years I have worked alongside many accountants and solicitors helping their clients achieve their financial goals.
Prior to joining the financial services industry, I spent 8 years in the Royal Air Force based at RAF Sealand and then RAF Henlow. During my time in the RAF I also represented them at cricket at both under 25’s and the full senior team.
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.
Outside of my business, I am an avid Derby County supporter, cricket fan and keen golfer. Charity is also important to me and I regularly give to Cancer research and Childline.
In line with my professional background, I have focused on developing specialist knowledge and am a specialist in business insurance, covering areas such as Keyperson, Share Protection and the highly tax efficient Relevant Life Plans. However, as a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investments, Inheritance Tax planning and retirement strategies.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.