Since 1988 I have specialised in offering expert advice on a wide range of key areas, including Investment advice, Retirement Planning, Inheritance Tax Planning, Personal and Company Protection and Mortgages.

Prior to joining the St. James's Place Partnership, the sole advisory channel for St. James's Place Wealth Management, I worked for Barclays Financial Management for 15 years providing advice in the Corporate and High Net Worth sectors.

My experience is also complemented professionally by having completed examinations awarded both by the Chartered Insurance Institute and the St. James's Place Partnership.

My Philosophy and Practice

I provide a personalised wealth management service by working together with clients to help secure their financial future.

Working with other specialists

I often work alongside clients’ own Solicitors and Accountants to provide a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.