I have been in the Financial Services Industry since 1986, experiencing many changes as an Independent Financial Adviser over the years and was delighted to be asked to join St. James's Place Wealth Management in January 2007.
My focus is to build long term relationships with my clients, and their families, offering advice, support and guidance in all aspects of their financial arrangements and helping them to achieve their goals over the years.
I personally specialise in investment planning, retirement planning, inheritance tax planning and family protection. I am fortunate to work with a number of highly professional individuals in the St. James's Place Partnership.
My business has grown through personal recommendations which provides me with the time to concentrate on strengthening my existing client relationships.
If you or someone you know would benefit further from our wealth of expertise then please do not hesitate to contact me.
