About

My philosophy focuses on maintaining a long-term trusted relationship with my clients, showing distinct quality, integrity and excellence, which in turn gives you peace of mind. I offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. I take time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations.

With the guaranteed advice and our “Best of Breed” approach at St. James's Place, I am able to offer a complete service to clients in all aspects of financial planning. In addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer you. We believe the providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect.

I have over 20 years experience in this field, specialising in the “Wheel of Services” that St. James's Place offer, namely:

  • Building and Preserving Wealth
  • Managing Cash and Borrowings
  • Personal Protection against sickness and/or death
  • Retirement Planning

I would welcome the opportunity to see how we can work together to enhance your financial situation.