I want to help you achieve your financial objectives by working together with you, and ensuring that you have full understanding and clarity along the way. For me, the most valuable part of my service is our ongoing relationship, which focuses heavily on continually reviewing your evolving needs.
After a career in the Royal Navy’s Submarine Service and studying Japanese at university, I wanted to transfer my skills to the Financial Services Industry, which I achieved in 2012. I see my role as that of a translator, using my expertise to help you interpret often complex and confusing scenarios into clear and simple solutions, and adopting a no-nonsense approach.
After achieving Chartered Status, I went on to achieve Fellow Status, ensuring my level of technical knowledge is within the top tier of advice.
I work with individuals, business owners and charities, although I am passionate about giving back. Last year I ran the Cambridge Half Marathon for Sports Connection Foundation and did a skydive for Action Cerebral Palsy, and this year (2023) I am hoping to reach Everest Base Camp for Supporting Nepal’s Children.
When I’m not at work I enjoy spending time with my partner Rebecca, stepson Reuben and walking our Weimaraner, Hugo.
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 28/06/2022
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.