I provide financial planning advice to individuals, families, and businesses in and around North Somerset, Bristol and Bath. My approach focuses on developing long term relationships with clients, delivering high class service and providing financial peace of mind. I have associates who work alongside me to help provide excellent service and advice to clients, with pensions, investment planning, protection, mortgages and retirement planning at the heart of what I specialise in. I am flexible in my approach and am able to provide face to face, online meetings and phone calls to suit personal needs.

I am a busy Dad of 3 and love spending time with my young family, I am a keen cricket and snooker fan, and enjoy running and spend my Saturdays supporting my son at football. I have a BSc Hons in ‘Applied Statistics and Management Science’ and have a keen interest in data analysis, having worked in Avon and Somerset Constabulary for the first part of my career as a Performance Improvement Officer. I also specialise in helping Police Officers as they retire from the service and enter the next phase of their life.

My wife Sara supports me (part-time) in the business with Office Management and Marketing, and has a background in Project Management, also having worked in Avon and Somerset Constabulary. 

Your home may be repossessed if you do not keep up repayments on your mortgage.

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