Following a successful career with large international financial institutions in London, I decided to embark on a new challenge that would allow me to work closely with individuals to help them better understand and manage their financial ambitions.
I studied and completed the Diploma for Financial Advisers with the Institute for Financial Services before being invited to join St. James's Place as an Associate Partner.
St. James's Place have allowed me to further develop my technical knowledge and offer me a level of support and experience that I can share with my clients to ensure they receive the very best advice combined with a product suite that is proven and effective.
Away from my business, I am married with two fantastic young children. I play golf not as often as I would like and have a strong interest in cricket helping to support in particular the Colts section at Maldon Cricket Club.
The Partner 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.