I have over 17 years' experience in financial services mainly working as an IFA. I subsequently decided to accept the invitation to St. James's Place to ensure that I can spend more time developing client relationships, ensuring clients receive a first class service.
I specialise in investment planning, retirement solutions and inheritance tax planning, working mainly with business clients that require ongoing wealth management and business advice.
I am married to Kate and have two boys. In my spare time, I enjoy playing golf, competing in triathlon’s, practicing martial arts and spending time with the family.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.