I've just completed 20 years of working in Financial Services, firstly at Barclays for 10 years and at St. James's Place since 2011. My priority is to place an emphasis on developing long relationships with clients and colleagues to ensure my skills and knowledge can be shared to the advantage of others.
I work closely with clients and their immediate families to provide a personal financial planning service based on trust. I like to fully understand a client's current financial situation and put together recommendations based on their goals and objectives, both personal and financial. I am qualified and experienced in all areas of financial planning.
Outside of work, I am married to Tina and having 4 daughters keeps me incredibly busy. I enjoy travelling, dining out and try to keep fit across a number of activities including running, cycling and body strength & conditioning classes. In recent years I have run half marathons & marathons, completed the 3 Peaks Challenge and cycled 340km from Vienna to Prague, raising money for the St. James's Place Charitable Foundation.
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.