I provide wealth management advice to clients across the United Kingdom.
Prior to joining the wealth management industry, I spent 5 years trading. 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 offer a rounded, professional and principled service.
Outside of my business, I am a keen golfer, partial to hitting the odd tennis ball, shooting and horse riding.
Charity is very important to me. I recently cycled from Paris to Rome in 8 days, cycling 120 miles a day, fuelled by almonds. The end result was over £5,000 raised for Cancer Research. I wish to further my efforts going forward.
In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as a trusts* and estate planning Partner. 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.
*Trusts are not regulated by the Financial Conduct Authority