Based in Malton, I provide wealth management advice to clients both within the town, and more widely throughout the north of England.
I am originally from the North East but moved to North Yorkshire over 10 years ago and have been married to Carolyn for 16 years and have 3 children. I have worked in financial services for over 20 years through various Building Societies including Scarborough Building Society and Skipton Building Society. I specialise in investment planning, taxation, protection and pension planning advice and pride myself on working closely with business and personal clients to create a lasting and trusted relationship. I have a wealth of experience in assessing my clients' individual needs and objectives and often work in conjunction with a clients' professional contacts to offer a bespoke service to help them achieve financial peace of mind.
Outside of my business, I am a keen tennis player and a FA qualified football coach and manage/coach of a local junior team. I also have a keen interest in classic cars.
Charity is also important to me and I regularly give and participate in events.
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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.
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.