About us

I offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. I take time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations. With the guaranteed advice, I am able to offer a complete service to clients in all aspects of financial planning. In addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to compliment and enhance the range of St. James's Place products that we will be able to offer you. We believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards. I have over 14 years experience in this field, specialising in the “Wheel of Services” that St. James's Place offer, namely: