Based in Staffordshire, I have been providing wealth management advice to clients nationwide since 1999. I have spent my career in insurance, banking, wealth and relationship management before joining St. James's Place.
Fundamentally, I see my approach as one of problem-solving for my clients, rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
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 am I able offer a rounded, professional and principled service.
Outside of my business, I am a family man with three children and have a passion for motorcycles. Charity is also important to me and I regularly take part in local events and donate to organisations with whom I have an affinity.
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.