My expertise covers the broad spectrum of financial planning and will help you and your business to:
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 I am able offer a rounded, professional and principled service.
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, I am a keen golfer, taking up golf after I could not play football at a semi-professional level.
Charity is also important to me and I regularly donate to a number of charities, one being the St. James's Place Charitable Foundation on a regular basis.
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.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.