Through long term relationships I enjoy working closely with clients to help them fully understand their position and aspirations. Fundamentally I see my work as problem solving and helping clients achieve their objectives. I believe firmly in the value of ongoing reviews and advice as circumstances, objectives and legislation continually change.
I was delighted to join St. James's Place Wealth Management in January 2017 after over 15 years in the financial services industry. This has enabled me to develop my financial planning business driven by my enthusiasm and experience in the areas of personal and corporate finance.
My career started at Actuarial consultancy, Watson Wyatt (now Willis Towers Watson) from where I progressed to the esure Group, one of the UK's leading personal lines insurers. I spent several years working in the Finance and Risk departments and was heavily involved in regulatory compliance, the management buy out and subsequent group flotation and FTSE 250 listing.
I am a non-practising Chartered Accountant (FCCA), Chartered Financial Planner (APFS), and hold the Certificate in Treasury (CertT). I achieved a first class BSc degree after studying at both UK and US universities. I am committed to ensuring that my knowledge remains relevant and current by placing strong emphasis on personal development.
Away from my business I am a competitive and social sportsman. I was the mens' captain of Reigate Priory Athletics club for several years and I am also an active member of Redhill Cycling Club. I live with my wife in Reigate having moved to the area from Cumbria in 2001.
We offer an excellent wealth management service which will help you achieve your goals
Visit Insights to read articles and news to help you make informed decisions about your wealth
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.