Recent Career History

From 1999 to 2006 I was a Specialist Financial Adviser for
The Woolwich, subsequently Barclays following the takeover.

In 2006 I was invited to join the prestigious St. James's Place Partnership. I have wide ranging experience, gained during volatile markets and a period of high regulatory focus. I appreciate the importance of integrity and professionalism.

I hold the diploma in Pensions, Inheritance Tax and The International Investments licence and the Diploma in Financial Planning. I have excellent relationships with my existing clients, enabling me to offer an exclusive and beneficial service.

Specialising in Inheritance Tax Planning, Investment advice and Pensions, I aspire to helping people achieve their financial goals and aspirations and very much look forward to working with you.