In today's world, the demand for clear, pragmatic financial advice is greater than ever.
Since 1997 I have worked to help individuals and businesses achieve their financial goals, particularly in the realms of wealth creation and preservation, but most of all making Financial Planning easier for them.
I am passionate about what I do and I am committed to providing a first class service to my clients.
I have spent my entire career in the Financial Services Industry following a period of 10 years when I worked with Barclays Wealth. I was invited to join St. James's Place Wealth Management and I recognised that I could provide clients with a better service and the best possible advice by becoming a Partner Practice of St. James's Place Wealth Management as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Outside my working life, I enjoy spending time with my family and friends and also the outdoors, cycling, playing tennis and walking on Wimbledon Common with our dog.
We offer an excellent wealth management service which will help you achieve your goals
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
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.