I joined the financial services industry in 1986. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
With my experience of more than 30 years as a financial adviser and as a representative of St. James's Place Wealth Management, my service is enhanced and complimented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.
Fundamentally I see my approach as one of problem, solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, I am a keen golfer when time allows.
Charity is also important to me and I regularly give to various charities through the St. James's Place Foundation.
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.