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I have worked in Financial Services for over 20 years, originally specialising in the small business, mortgage and personal advice markets.
By joining the St. James's Place Partnership I am now able to broaden the range of services I offer clients to cover all areas of wealth management.
I offer a very personal, caring and confidential advice service across the full spectrum of financial services whether your priority is to:
- Build and preserve capital
- Gain financial protection against risk
- Reduce Inheritance Tax Liability
- Obtain ‘whole of market’ mortgage advice
- Plan for retirement
With clients increasingly having more and more complex needs I will also involve where appropriate the services of trusted specialists from within the Partnership to ensure my clients get the very best advice, all of which of course is backed by the St. James's Place Guarantee.
Outside of working life, I am married with three daughters. I have been known to run the occasional London Marathon, although I’m not sure I will be dusting those trainers off again just yet!
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