
I provide face-to-face, one-to-one, financial planning and wealth management solutions to individuals and business owners, building long-term relationships, getting to know their unique situations, identifying their goals and aspirations and then working with them to create a plan for their financial future.
By personalising the approach to these plans and keeping it simple I aim to help clients build and preserve their capital, protect them against risk and help people make better financial decisions.
Having chosen to do something more pro-active about my own future and taking on a 'second career' as a Financial Adviser, I found a desire to help others make more informed decisions about their finances connects perfectly with people who maybe find it daunting, wouldn't know where to start or simply don't have the time needed to dedicate to the subject.
My job is to keep things straightforward, avoiding jargon and focusing on what really matters: helping you make good decisions and feel reassured about the future.
For me, it's all about these key things:
- trust and relationships - listening to what really matters to you,
- keeping things simple - providing clarity in what can sometimes feel like a complicated area,
- giving clear ongoing guidance that fits your life through a personalised financial plan.
I work with individuals, families, and business owners who want to feel more confident about their financial future. That might mean planning ahead, protecting the future or what you've worked hard for, or simply having someone you trust to talk things through with.
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 18/06/2026
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.