About me

I have been working in Financial Services since 1985, first in NatWest as a Private Banking Manager in the City and West End, before joining St. James's Place in 2003 specialising in the Wheel of Services that St. James's Place offers:

Building and preserving wealth
Managing cash and borrowings
Personal protection against sickness and/or death
Retirement Planning
Will writing* and Estate Planning**

I offer clients a bespoke and high level personal service that is rarely seen in our market place, whilst taking time to really get to know my clients before offering advice. As a result many of my clients come from personal introductions.

*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

**Offered with the added expertise of Specialist Partners.