I am a Chartered Financial Planner and have worked in financial services for over 20 years. After spending many years working for a bank and subsequently a national firm of wealth advisers, I decided to establish my own Practice so I can have direct influence over the level and quality of service my clients receive.
My philosophy is to develop and foster long term relationships with my clients. This only happens by getting to know people well and truly understanding their needs. Whilst it is important that I can spend time with my clients and deliver a highly personalised service, it equally important to ensure the advice is tailored and the recommendations are of the highest quality.
With this in mind, my business is supported by St. James's Place Wealth Management, a FTSE 100 company that guarantees the suitability of my advice and provides an investment management approach that I believe is truly world class.
Being a Partner Practice of St. James’s Place enables me to operate as a small business where clients are at the very centre, with the peace of mind knowing I have the resources of a large corporate organisation behind me.
Outside of work, when I am not ferrying my two boys to football matches and tennis tournaments, I enjoy running and going to the gym. I am also a trustee for a *local youth football club and sponsor the *Newbury Bowling Club.
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.
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