As the owner and financial planner, I’m passionate about helping empower people to achieve their aspirations—whether it’s financial independence, a secure future, or creating opportunities for the next generation. To me, navigating the path to success is like climbing to the summit of a hill: it requires a clear strategy, focus, and a guide who’s willing to go above and beyond. I break the mould of traditional financial advice by offering a fresh, tailored approach that puts your unique journey at the centre. With unwavering integrity, professionalism, and a drive to see you succeed, I’m here to help you conquer your summit and enjoy the view.
I have worked in the financial services profession for over 25 years in various roles, predominately in financial advice. I provide financial advice to individuals, trustees and business owners; helping them make sense of their finances now and the future. I become a financial planner as I have real passion to make a difference for clients. I get a real sense of personal pride in seeing clients achieve the financial futures they want. I also believe in helping clients and the general public with financial wellbeing through educational programmes that we offer. In my personal life I love spending time with my wife, two daughters, our dogs, family and friends.
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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.