I was invited to become a Partner Practice of St. James’s Place Wealth Management in 2008, but I have been a client of the organisation for over 10 years. As a client I was always impressed by the professionalism of St. James’s Place and therefore had no hesitation in choosing to join the Partnership when I decided to build a wealth management practice of my own.
Since graduating in 1994 I have spent my career in client services and take pride in the fact that I am committed to building long term, trusted relationships with my clients, some of whom I have known for many years.
I offer specialist expertise in Investment Planning, Inheritance Tax Planning, Retirement Planning and Protection. I believe each individual's circumstances are unique, therefore I take my time to fully understand my client's needs, goals and objectives, carefully reviewing their current position and developing a working plan to meet those requirements for the short, medium and long term.
I focus on building lifelong relationships with clients, helping them to secure the financial futures they want for themselves and their families through the breadth of wealth management and financial planning services that I offer.