
Providing personalised financial planning solutions, tailored to individuals and businesses. I strive to make the journey as relaxed and straight forward as possible, helping you confidently achieve your long term goals.
Giving you an excellent client experience is my aim and maintaining an ongoing relationship is key.
Get in touch to see if I can help, with a no-obligation consultation.
With 15 years financial services experience, and having advised for the majority of this - I am dedicated to helping individuals, families and businesses secure their financial future.
My approach is friendly, professional, and holistic - focusing on understanding unique goals and providing tailored solutions for you. I love getting to know my clients and forming long lasting and trusting relationships with them.
I started my business with a clear purpose: to build a solid future for my clients and their families. My long term goal is to grow my business while helping ensure my clients prosper and feel valued on their financial journey through all life stages.
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 11/03/2025
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.