Some clients don't have the time or inclination to organise their finances, this is something I really enjoy doing. I am passionate about helping clients meet their goals whether its buying a first home or planning retirement. I work with my clients over the long term to help set goals, and make plans to help achieve them.
I have been a Financial Adviser since 2003 when I started with Natwest and then moved on to Coutts. I became a Chartered Financial Planner with Chartered Insurance Institute in 2017 with advanced qualifications in Pension planning, Investment Planning, Tax and Trusts and Estate Planning.
I decided to break from the commute to London and joined St. James's Place as I was attracted to their distinctive investment management approach and the background support they offer. I also wanted to work close to my home in Southsea. I value building long term relationships with clients and I believe the experience I have gained enables me to give best advice to all my clients across a wide range of financial planning areas.
My dog Saffy occasionally joins me in the office, she's an adorable Cockapoo that loves attention! When I'm not working or walking Saffy, I volunteer as a construction worker for charity and spend 1 day a week labouring on a building site.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 29/02/2024
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.