I was invited to join St. James's Place Wealth Management (then J. Rothschild Assurance) as a Founder Member in 1992 following a successful career as a Personal Financial Advisor with Allied Dunbar. Today I am an Associate Partner based in the St. James's Place Westerham location in Kent.

Throughout my career I have passed a number of financial exams including the Financial Planning Certificate, as well as achieving Full Accreditation for the St. James's Place Trust and Estate Planning Service.

I am delighted to be able to make ongoing donations to the
St. James's Place Foundation.

Career Highlights     more

Working with other specialists     more

Guarantee     more