
I focus on promoting the development of lifelong relationships with clients, helping guide them towards securing the financial security of themselves and their families with personalised financial planning.
In 2014 I set up my own wealth management business and became a Partner of St. James's Place as they believe as I do that clients should be at the centre of what we do. My main focus is providing a friendly, professional service that is clear, understandable and tailored to my client’s needs. I believe with St. James's Place I can do that in a professional manner.
My career started with Bradford & Bingley Building Society where I worked as an Independent Financial Adviser for 18 years throughout the North East of England. I then spent the next 10 years working for Legal & General providing personal financial advice. With experience I have learnt that everyone is different and financial advice is not one size fit all. Advice has to be focused and relevant to your objectives. Throughout my career I have maintained and developed my professional status and qualifications, attaining Diploma in Financial Planning.
I am married to Jennina and we have two boys Nathan & Ashley.
As a family man, I understand how critical a stable and secure financial position is for any family’s future can be throughout life; whether you are a parent or a grandparent. My commitment is to help take away the worries of you achieving this with a personal financial plan.
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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 24/07/2024
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.