In 2008, having spent 18 years with one of the UK’s largest banking groups, I decided that the time was right for me to set up my own business. I was delighted to be invited to join the St. James's Place Partnership at that time.

My strategy is to build long term relationships with my clients and meet with them regularly to ensure that their objectives continue to be met. Although I specialise in working with small businesses I also assist, often through client referrals, all types of client in many different planning areas. This level of diversity makes my work all the more enjoyable and rewarding.

I have worked in Financial Services for 25 years and during that time I gained my professional qualifications in the form of the Advanced Financial Planning Certificate.