Based in Epsom, Surrey, I provide bespoke, face-to-face financial planning advice, solutions and services to individuals, families and businesses situated mainly in London and the South East.

Having worked as a financial adviser for over 14 years I am well placed to offer you a wealth of financial planning knowledge and experience coupled with the excellent array of products and services I can provide you with access to as an Associate Partner Practice at St. James's Place.

I believe very passionately in securing the right outcome for my clients by focusing on what is most important to them, explaining things simply and clearly so they can make a well-informed decision and only making a suitable recommendation where it is absolutely appropriate to do so. This ensures that I treat my clients fairly and leads me to build and maintain excellent long-term relationships with my clients as their trusted adviser. I feel this is very important as a client’s circumstances can change over the course of their lives (as can stock market conditions) and it is therefore vital that their financial plans are reviewed regularly to ensure they remain suitable and fit for purpose with the passage of time.

I take great pride in the quality of my financial advice and to this end remain dedicated to my continuous professional development to ensure my industry knowledge and advice remains up to date for the benefit of my clients.