I provide wealth management advice to clients both within the City, and more widely throughout the south east of England.
Prior to joining the financial services industry, I spent 15 years working in the computer Industry. As a consequence, I have now established many working relationships with individuals within this sector due, 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.
Outside of my business, I am married and have two daughters, so I am not allowed any interests.
In line with my professional background, I have focused on developing specialist knowledge and keeping up to date on all issues regarding my industry. However, as a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.
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.