With over 25 years of experience in the Financial Services industry as an institutional and private client analyst, investment manager and adviser, I have the knowledge and experience that you need to be confident that your wealth is in safe hands.
Over time I came to realise that clients were looking for more from me than just investment advice. That is why I decided to accept the invitation from St. James's Place and become an Associate Partner Practice in order to offer clients a truly integrated wealth management service, backed by their extensive resources and excellent reputation for quality and for being one of the UK’s most prominent wealth management companies.
In my previous roles, I have looked after a wide range of clients, which have included current and former business owners, entrepreneurs and business leaders, as well as pension funds, corporations and trusts.
When I am not working I enjoy trying to keep fit, cooking and skiing.
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.
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.