Based in Kent, I provide wealth management advice to clients largely located in London and the South East of England.
I have worked in Financial Services my entire career, starting with RBS before moving to HSBC and latterly Kleinwort Hambros, part of the Societe Generale Group.
I have a passion for finance and for helping clients achieve their goals, whether they be large corporates, business owners or retirees. Following an excellent and enjoyable education in the Banking arena for over a decade, I was keen to start my own wealth management firm so as to focus more directly on the clients and put to fuller use my Chartered Wealth qualification and experience gained.
Trust* and Estate Planning along with investment planning has been my core focus for many years, however being a Partner Practice of St. James's Place Wealth Management now allows me to cover areas such as retirement planning and corporate protection.
I am a keen sports fan, watching most sports and playing football, golf, cricket and squash when time permits. In addition, travelling is a keen passion.
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.
*Trusts are not regulated by the Financial Conduct Authority.