I have been providing wealth management advice to clients nationwide, since 1996. I have spent my career in National IFA firms, Wealth Management and Banking before joining St. James’s Place.
Prior to joining the financial services industry, I read Law at Nottingham Law School. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
In line with my professional background, I have focused on developing specialist knowledge. However, as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented 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.
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 am I able offer a rounded, professional and principled service.
Outside of my business, I am a family man with two children. Charity is also important to me and I support Footsteps and me&dee.