I provide my clients with a strategic and structured approach to their wealth management and financial planning, with an emphasis on building and maintaining long term and trusted relationships.
My background has been in retail banking and financial advising with a major high street bank since 2003 and previously a pensions relationship role with Virgin Money for 3 years. In September 2014, I had the privilege of being invited to join St. James's Place. Having become disillusioned with the banking industry and recognising the benefits St. James's Place could offer clients, I was delighted to accept their offer.
My mantra has always been to deal with others in the way I expect to be dealt with myself and this had become difficult to maintain at the bank. St. James's Place has offered me the freedom to afford people the time they deserve and to build trusted, long term relationships, whilst being able to provide the products and services from a FTSE 100 company.
I am very happily married to Marianne and father to Jake and Jessica. My free time is spent with my family, which together with my work, are my number one priority.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 08/11/2022
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.