About Us

With the hectic lifestyles we all experience today, I find that very few people have the time, or often the inclination, to manage their financial affairs effectively. That's hardly surprising, as the financial world we live in is highly complex and fast changing.

However, at one time or another most of us will need to seek financial advice. As a Senior Partner Practice of St. James's Place, my philosophy focuses on developing and maintaining a long-term trusted relationship with my clients, whilst showing distinct quality and integrity, which in turn gives you peace of mind. I offer my clients a bespoke personal service that is rarely seen in today’s financial market place and take time to really get to know my client’s situation and aims before offering advice. 

My Practice has grown predominantly as a result of personal recommendations from existing clients who have benefited from my advice. When you need advice, you need advice you can trust, which will assist you to manage your financial affairs more effectively. You also need a person you can relate to, who doesn’t talk jargon and explains concepts clearly. 

I aim to keep clients aware of the most up to date information within the markets, producing a WeekWatch Bulletin is just one example.