I have been in the Financial Services Industry since 1990, spending the first 8 years of my career with a National IFA, and was delighted to be asked to join St. James's Place Wealth Management in July 1998.
My focus is to build long term relationships with my clients, and their families, offering advice, support and guidance in all aspects of their financial arrangements and helping them to achieve their goals.
I personally specialise in investment and tax planning, but am fortunate to work with a number of highly professional individuals in the St. James's Place Partnership who specialise in the area of pension and retirement planning.
I grow my business through personal recommendations which provides me with the time to concentrate on strengthening my existing client relationships.
If you or someone you know would benefit further from our wealth of expertise then please do not hesitate to contact me.