Based in Sussex & Kent, I provide financial planning advice to clients mainly throughout the south east of England, while also covering the whole country when needed.
Working in the financial services industry, I have had the benefit of working with highly respected individuals and organisations, which has helped my knowledge and work ethics grow to a high level. I have now established many working relationships with individuals, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
As a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the four main advice areas of investment planning, inheritance tax planning, retirement planning and financial protection.
Fundamentally I see my approach as one of problem-solving for the client, rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, my social time is mainly spent enjoying the time with my young family as I’m a husband with five children. I am also a keen sportsman, particularly football and have recently taken up golf.
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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.