I aim to be your trusted Partner in creating clear financial solutions.
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. I believe that financial services is very much a 'people business' and am committed to providing high levels of client service at all times.
The level of satisfaction may be judged by the fact that most of my new clients are as a result of personal recommendation by existing clients.
I am a Director of a Partner Practice of St. James's Place and have more than 20 years of experience in the financial services industry. I have a wealth of expertise and experience and pride myself in providing an invaluable service to my clients.
I am committed to building long-term, high trust relationships and the advice I give is of the highest standard.
With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients to help them achieve their goals, and, more importantly, to review these plans regularly to check they remain current and accurate. Because of my strong client focus, I build my business predominantly on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. Read more about what my clients have to say.
We offer an excellent wealth management service which will help you achieve your goals
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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 12/12/2022
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.