I specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, I assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

Having worked in the financial services industry for some 20 years, I was offered the opportunity in 2014 to join St. James's Place. Having worked for some of the top financial organisations within the financial sector, I have gained a vast amount of experience and knowledge, I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development.

This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.

My core values are offering expert advice and service, with quality and integrity which in turn gives financial peace of mind to clients both new and old working within the Lincolnshire area and beyond.

I can offer the benefit of face-to-face meetings, offering a ‘personal touch’ where I can help meet all of your financial needs, whether you are starting out in your financial planning or looking to secure your retirement planning.

If I get any spare time, I love to spend it with my partner, Christine and our little girl, Millie. We enjoy travelling abroad and days out in the UK. If I have any spare time after that, I will try to find some time to watch my favourite sporting pastimes which are football and Horse Racing.

Charity is also important to me and I regularly give / participate in events etc.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.