
As a Financial Adviser working in the industry for over 25 years, I have built up a wealth of knowledge and expertise in Retirement, Investment and Inheritance Tax Planning.
Following a very successful career as a Financial Adviser at a large Building Society, acquiring extensive experience and knowledge, I have now embarked on the exciting venture of joining St. James's Place, enabling me to offer a broader range of advice in the complicated world of Financial Planning. As the Principal of my own Practice, I can offer a face to face personal approach in assisting my clients to achieve their financial objectives and personal goals by way of a first-class service.
I have a reputation for being professional, sincere and dedicated to my clients and enjoy building long standing relationships with both clients and their families.
Away from work, I live in the picturesque village of Steyning in West Sussex and love spending time with my family & friends. I am a Francophile, in love with France where we holiday every summer exploring and relaxing in beautiful villages and peaceful countryside.
We offer an excellent wealth management service which will help you achieve your goals
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 07/01/2025
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.