Based in Newport Pagnell, just outside of Milton Keynes, I provide wealth management advice to clients on the broad range of products and services within the complex financial services sector.
Prior to joining the financial services industry, I spent ten years as a commissioned officer within the Royal Regiment of Artillery. I completed two successful tours of Afghanistan working in support of the International Security and Assistance Force (ISAF) and one tour as part of the United Nation’s peace-keeping force in Cyprus.
Since joining St. James's Place, I have established many successful working relationships with individuals and business owners who seek to plan for the future. Whether this be planning for retirement, choosing the most suitable investments or protecting their financial future, I offer a comprehensive service that supports clients in making the best use of their finances.
My advice covers all areas of wealth management, including retirement planning, investment and inheritance tax planning, strategic wealth protection, savings and investments both onshore and offshore, as well as corporate benefits and key person protection solutions.
As an Partner working with St. James's Place Wealth Management, my emphasis is on building and maintaining long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I provide the vital support and guidance to assist my clients in achieving their financial goals.
Based on core values of integrity, trust and excellent service I aim to provide my clients with tailored advice based on their individual circumstances in order to maximise their financial security now and through to retirement, as well as planning for further generations.
Charity is also important to me and I'm keen to support charities that significantly benefit the lives of others and I actively support both the St. James's Place Charitable Foundation and Help for Heroes.
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.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
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The Partner 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.