With over 20 years’ experience in the financial markets, I have a profound knowledge and understanding of all the major asset classes. This provides a firm hand on the tiller when it comes to investing.

I believe financial planning is not the exclusive preserve of the wealthy. It’s all about maximising your opportunities from the money you earn, as an individual, a family and a business. At the heart of my business is developing strategies that can potentially save you income tax, inheritance tax and capital gains tax and advising small businesses on how best to protect their key assets and retain as much profit as possible.

Core to my modus operandi, is developing long-term relationships. My philosophy is that an enduring and trusting relationship with you allows us, together, to create solutions that help you meet your financial objectives.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.