
I offer a bespoke and high level personal service, offering financial planning and wealth management advice to individuals and businesses. My aim is simple: to provide effective planning and sound advice to help secure the future financial success and security of my clients.
We all benefit from having a sound financial base. However, many of us neglect to secure our financial future either through lack of time or lack of knowledge. It’s important to find someone you can trust who can help you to get these matters in order, providing advice to you and your family aiming to achieve your core financial objectives.
Based in Clapham, South West London, I provide financial planning and wealth management advice to clients within the City, London generally and beyond.
Prior to joining the financial services industry, I spent over 25 years working in various industries as Financial Director or Chief Financial Officer. Having graduated with a law degree from the University of East Anglia, I qualified as a Chartered Accountant in London with Price Waterhouse (now PwC) in 1992. After serving as an Audit Manager for a couple of years I opted to leave accountancy practice and served as a main board director on a fully listed company in the telecoms industry from 1994.
Since then I have served on the boards of a further listed company and various private companies, most recently in the biotech and medtech areas. From 2001 to 2006 I was FD to a highly successful Manchester University 'spin out', taking the company through IPO and a subsequent trade sale.
Having established many close and personal relationships within various industries I was regularly being asked for financial advice by colleagues, fellow board members or friends. I came to realise that there is a gap in the market for offering trusted and reliable financial advice. I chose to join St. James's Place in 2016 to help fill that gap where I gained my Diploma in Regulated Financial Planning. As an Appointed Representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of investments, inheritance tax planning and retirement strategies.
I am committed to building long-term, high-trust relationships with my clients and am passionate about only giving them the highest level of advice and service. Fundamentally I see my approach as one of bespoke problem-solving for the client, not simply product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, I am a family man, married to Sarah with two daughters and a Labrador. I am a keen football watcher and average golfer.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
We offer an excellent wealth management service which will help you achieve your goals
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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.
SJP Approved 01/03/2024
The Partner Practice 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.