
I work with my clients on a face-to-face basis to fully understand their aims and aspirations. I then model their current circumstances and implement strategies to create a bespoke wealth management plan.
I specialise in offering expert advice in a wide range of important areas including; investment planning, retirement planning and wealth protection. I provide a highly professional service with regular client reviews to keep my clients secure financial future at the centre of everything we do.
After graduating from the University of Nottingham with a Master’s Degree in Economics, I spent over 10 years working for top tier investment banks such as Goldman Sachs, Barclays Capital and UBS. During this time I gained extensive knowledge of financial markets, whilst working as a Sales Trader within Emerging Market Equities and dealing with some of the largest investment funds in the world.
Having decided to use my experience of the City to move into Private Wealth Management, I was keen to continue to work with leading institutions within my chosen industry. I therefore decided to become an Associate Partner of St. James's Place, who I truly believe offer the highest quality proposition in the market. Being an Associate Partner of St. James's Place allows my clients to benefit from my personal service and expertise, whilst having the backing and access to one of the UK's largest Wealth Management firms.
I also enjoy close links with other Partner Practices and carefully selected third-party providers, allowing a fully holistic approach to financial planning for my clients.
My service is highly professional and focused around putting my clients' needs at the centre of everything we do. I am passionate about building long-term relationships with my clients and providing them with best in class, quality financial advice.
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 26/04/2024
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.