I have worked in financial services since the age of 19. I started my career working for a building society and have worked for major high street banks. In 2012, I started my own practice, alongside Matt.
With so many options now available when seeking financial advice, I strongly believe that to stand out, it is vital to offer an individual service that fully aligns with your needs and objectives. To achieve this, I meet clients on a face-to-face basis at the earliest opportunity to ensure that I fully understand what is important to them. As life progresses, your circumstances, goals and priorities will change. My advice is individually tailored and reviewed on a regular basis to ensure it remains appropriate and in line with your objectives.
I provide advice in all areas of financial planning but my speciality is providing retirement and tax planning advice to contractors, directors, limited companies and the self-employed.
Outside of work I enjoy watching football and have a season ticket at Arsenal. I also enjoy travelling and exploring different cities with my Partner, Jennifer.
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.