The key focus to my advice process is to deliver structured financial planning solutions tailored to each client’s financial goals and aspirations. In delivering the appropriate plan for my clients, I take a holistic planning approach specifically designed for additional rate taxpayers with complex financial affairs. This approach covers effective long term planning, a broad range of investment solutions both onshore and offshore, financial protection and inheritance/estate tax planning.

In conjunction with developing the best solution, the two core elements to my advice process are building long-term relationships with my clients and ensuring a proactive approach so plans remain accurate and fit for purpose.

After graduating from the University of Edinburgh, I joined St. James's Place in 2012 working for a Senior Partner Practice. Having joined St. James's Place as a Partner in 2018 my focus is to build a Practice that delivers exceptional service and ensures my clients best interests are fulfilled in every recommendation.

Thinking about your financial future and your family’s can be a daunting and time consuming process. Making these important decisions and monitoring your outcomes on a regular basis can be stressful and difficult to manage. However, taking the steps to design and execute a robust financial plan, is essential to help achieve your financial objectives and securing your family’s future.

For busy professionals, finding the time to consider these issues is an on-going challenge. Getting access to a trusted adviser, who can provide you with the appropriate advice to build a financial plan, can also be a challenge.

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 is generally dependent on individual circumstances.