A personal relationship with my clients and the ability to offer them quality time are both extremely important to me and were the reasons for me joining St. James's Place in 2009.

St. James's Place offers the flexibility and support which allows me to create a truly bespoke service for clients and to build strong, mutually beneficial, long term relationships.

I personally have over 31 years’ experience in financial services of which 22 years have been in wealth management. My expertise cover the broad spectrum of financial planning, which will help you to:-

• Grow your wealth, specifically through the St. James's Place distinctive approach to investment management 
• Preserve your assets for long-term financial security 
• Arrange adequate protection for you, your loved ones and your assets
• Effectively manage your capital and borrowings 

I consider that wealth management is much more than simply making the right investments and organising appropriate insurance policies – it is also about keeping you informed about market happenings and issues that could affect your financial well being so that you can make the right decisions. To this end, there is a regularly published range of newsletters available exclusively for you.

I develop my business via client introductions so if you know someone who would benefit from a review of their financial planning requirements, please feel free to pass on my details to them.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.