
I provide a highly personalised financial planning and wealth management service for a relatively small number of individuals and families. I aim to build long-term relationships with my clients with the ultimate goal of optimising their personal finances and helping to secure the best possible future for them, their families, and future generations.
My aim is to provide clear and impactful advice so that my clients can make well-informed decisions and implement achievable and effective long-term financial plans. By focussing on a limited number of clients, and with a great attention to detail, I am able to provide highly tailored financial advice and implement a bespoke plan to help clients achieve their goals. I work with individuals, families, business owners and corporate executives.
In providing my services I am drawing on a long career working in financial services. I spent 11 years as a Chartered Accountant (Non-practising) working in corporate financial advisory at PwC and then 5 years as an investor at one of the largest credit investment businesses in Europe. I then decided to follow a passion into personal wealth management. I set up my own Partner Practice with St. James's Place because I wanted to bring my own individual approach and my deep and broad financial understanding to new clients while also being able to leverage the support and expertise of one of the largest wealth managers in the UK.
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 29/07/2025
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.