I have been working within Financial Services since 1990 and at St. James's Place since 2015. 

During this time, I have built up a wealth of knowledge in both the private and corporate financial services sectors allowing me to provide a wide range of specialised advice and guidance to my valued clients. 

My long term aim is to build on this experience and to provide clients with a tailored solution to their current and ongoing financial requirements, by accessing a range of innovative and specialised products and financial instruments, which I believe will give the best value and outcomes for my clients. As a Partner Practice of the prestigious St. James's Place, we are supported by the experience and expertise provided by the St. James's Place approach to investment management. The investment committee are free to choose from any investment manager from any fund management firm in the world. By selecting a number of leading managers and firms, we are able to offer our clients the potential of achieving superior investment performance over the medium to long term. 

It is important to regularly review your financial situation to take account of the ever changing developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, moving home, receiving an inheritance or retiring, a review of your financial goals is a priority. My commitment to clients is to meet for a face to face review at least annually, however, I recognise that your needs are unique, so I tailor a plan to suit you.

Please take a browse through our website or please contact us directly for more information. 

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.