
I became a Financial Adviser in 2000 and have been helping people ever since with their financial needs. I believe it is important to consider all aspects of 'financial well-being' so provide advice in many areas, including investment and retirement planning, mortgages, protection and equity release*.
Your home may be repossessed if you do not keep up repayments on your mortgage.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
My focus is to understand your aspirations and to work with you to make your plans a reality. I have extensive experience at managing, safeguarding and growing the wealth my clients already have. But I am also very keen to help clients generate that wealth.
Do you want help to ensure your retirement plans are on track? I can provide expert analysis of your existing plans and work with you to see if you are saving enough to enable you to retire when you want and whether you will have sufficient money to provide you with a comfortable retirement.
For many, property is a key wealth generator, so if you are a looking for mortgage advice - I'm keen to help.
If you're a business owner, keen to safeguard the value of your business - or to extract it tax-efficiently for your family - I'll help you do it.
If you've already retired - or are winding down - and want to use some of the wealth built up in your home - I can talk you through your options.
In short, whatever your financial aims, I'll work with you to make them happen.
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 12/06/2025
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.