I began my career working with Barclays Life Assurance Company, who then became Barclays Financial Management, working with their Premier Banking and Corporate clients for 12 years. I rose to become Barclays Financial Management's top Financial Adviser in 2000, but felt I wanted to offer my clients a more personal and specialised service, which is why I decided to join the St. James's Place Partnership when I was invited in 2003.

• My experience is also complemented professionally by having completed the Financial Planning Certificates 1-3, the Professional Investment Certificate in Pensions, the Certificate in Mortgage Advice and Practice ( CeMap) and the CII Level 4 Diploma in Financial Planning - 24 September 2010.
  
  
• Since joining St. James's Place I have continued to enhance my professional knowledge, taking various diplomas in Inheritance and Estate Planning and offshore investment planning.

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