I have worked in the financial services industry for forty years and during that time I have built a wealth of knowledge drawing on many years of experience. I have held senior management roles with some of the UK’s leading Banks and latterly holding the position of Premier Independent Financial Adviser with HSBC, providing advice to the bank’s high net worth clients.
I was delighted to accept an invitation to join the prestigious St. James’s Place Wealth Management business as an Associate Partner Practice and I look forward to continuing to offer my clients the best possible advice into the future. I am able to offer a truly holistic service to existing and new clients and have access to ‘best of breed’ fund management.
I chose St. James’s Place because of the broad range of wealth management solutions they offer in both the personal and business area and the one stop shop made available to me by joining a fully integrated wealth management business. It enables me to provide a fully bespoke plan which puts clients at the centre of the business.
Due to my strong emphasis on client focus, I aim to build my business solely on introductions both from my private clients and from other professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
Outside of my practice my passions are following football at all levels and have an interest in most sports, music, theatre, walking and have just started Scuba Diving lessons to qualify as an Open Water Diver. I am married and have two grown up sons.