
I graduated from Worcester College in 1993, with a BSc (Hons) in Environmental Science. After a varied early career, I decided to move into the financial services industry in 1998.
I gained my basic experience within the Lloyds banking group before moving into the IFA sector in 2001. I spent just over a year with a small IFA firm before moving onto a national firm specialising with advice to the Civil Service. Here I helped expand the business including the setting up and directing of the estate planning department.
In 2010 I joined St. James's Place and after 12 successful years working within a Partner Practice, I was invited to join the Partnership in my own right. I have significant experience in Estate Planning, including Investment Planning and Trust Planning.
I am married with 2 children. Outside of work I have several varied passions including painting and drawing. I am a keen gamer and have developed a strategic mind over the years. I also enjoy reading and cooking as well as brewing, spending as much time as possible in the kitchen.
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.