With over 35 years of experience in the financial services industry, I’ve built a wealth of knowledge to help clients navigate their financial journeys. My career began with Prudential in 1988, where I worked until 2000, before being recruited by a small, progressive independent financial services Practice. In 2011, I was invited to join St. James's Place, a company renowned for its commitment to client care and exceptional approach to investment management. I was delighted to become an Associate Partner Practice, allowing me to draw on my experience to offer an even greater level of expertise and service to my clients.

At SNJ Wealth Management, we specialise in a wide range of wealth management services for both businesses and individuals. These include retirement and investment planning, protection, and inheritance tax planning. My goal is to build lasting relationships with clients, offering them trusted advice at every stage of their financial journey. By understanding what matters most to you, we can create a robust financial plan tailored to your unique needs. Through regular reviews, we ensure that your plan evolves over time to stay aligned with your goals and adapts to any changes in your circumstances, giving you peace of mind that you’re on track to meet your financial objectives and are protected against unexpected events.

Outside of my work, I value time spent with my family and am passionate about sports, particularly cricket, rugby, golf, and football. My approach to both life and business is rooted in helping people plan, prepare, and achieve their long-term goals with confidence.