I firmly believe that planning for a secure future, be it for yourself, your family, or your business is one of the most important steps you will ever take. I appreciate that your financial situation is unique and therefore if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial circumstances. However, unless your plans are acted upon and regularly reviewed, changes in your circumstances or the effects of inflation may erode their value.

As a Partner Practice of St. James's Place, I can provide you with a personal wealth management service designed to meet your short and long term needs. I can help you reach your financial goals by offering you the appropriate advice and guidance now and by ensuring that any plans put in place remain effective in the future, no matter how your circumstances change.

I have over 30 years’ experience in Financial Services. In addition to my experience I have access to specialists within St. James's Place, as well as links with other professional bodies including solicitors and accountants, thus enabling me to offer you a holistic wealth management service designed to meet both your short and long term needs.

I very much look forward to building a professional and valuable relationship with you in the future.