I am a Diploma member of the Personal Finance Society (a division of the Chartered Insurance Institute) and, although I started my career within the Inland Revenue, I have worked in financial services and wealth management organisations for over 35 years.

Most of those years were spent within large organisations or stockbroking/fund management firms having held the positions of Financial Planning Manager, Retirement Specialist and Regional Manager. However, there came a time, a few years ago, when I started to look towards developing my own wealth management business. The solution came when I was invited to become a member of the highly successful St. James's Place Partnership.

I am especially committed to the development of a personal or corporate financial planning/wealth management strategy and take a friendly and professional approach to this is via a 3-way process:

(i) Helping you to see clearly where you are today. (ii) Helping you to identify where you want to be at some future date. (iii) Suggesting ways to help you to get from where you are now to where you want to be.

For an initial free meeting, please phone, write or send me an email so that we can discuss together how I might be able to you. Whilst being based in Westerham, Kent, meetings can be arranged at your home, your office or offices in Central London.

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