
My focus is on you and on helping to achieve and maintain financial security for you and your family.
Based on core values of excellence of service and above all, integrity, I will provide you with the wealth management solutions that you need to help satisfy your needs both now and in the future.
For the first 35 years of my career I worked in the City, specialising in Equities.
I have always taken a keen interest in discussing financial matters with colleagues and friends so when I left the City I decided to join St. James's Place to become professionally qualified to give financial advice.
For me this was a very easy decision as I had been a client for 15 years so I have personal experience of the benefits of the St. James's Place approach to investment management and the trusted long term relationship I have built up with my St. James's Place Partner.
I focus on promoting the development of long term relationships with clients, helping them to secure the financial future for themselves and their families through the breadth of wealth management and financial planning services that I offer.
Outside of work I enjoy, sailing, photography and playing golf.
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 22/05/2024
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.