I have worked within financial services in a variety of advice-based roles for a little over 30 years. This experience has given me a wealth of knowledge and understanding of both the situations my clients face and the various solutions and planning options open to them. I pride myself on the quality of the advice I provide and my ability to tailor my recommendations to each and every client’s individual needs, by taking particular care to listen to my clients’ goals and priorities.
I work with both individual and corporate clients across the spectrum of all need areas but specialise in pensions and the underlying portfolio of investments they contain. I am available to each of my clients whenever they need me and like to regularly revisit each of them to ensure their planning remains the best solution in the light of the regular changes to legislation or tax law.
I am based in Surrey and work with clients far and wide, travelling to meet them in either their homes or workplaces. When I am not working you will find me on the golf course, when family commitments allow, that is!
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.
Enter your email address and register or update your existing email preferences.
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.