I began my career in financial services in 1983 working
for Pioneer Mutual and Hambro Life. I joined St. James's Place Wealth Management as a founding Partner in 1991, specialising in Pensions, Investments and Tax & Trust Planning.

At the start of the millennium, I sought a new challenge
and was part of a team responsible for creating and building ‘iTrak – Wealth Management Software’ in collaboration with The Financial Times.

The experience I gained from this involvement provided me with a greater insight and understanding of client needs and care and I felt that the best position from which to offer high quality advice and service was from within St. James's Place Wealth Management, which I re-joined in 2006.

I am proud to be a member of an exclusive community made up of the most experienced, able and highly regarded professionals working in personal financial services today.

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