I can do this because of the breadth of my experience.

I qualified at the highest level of technical competency: I’m a Chartered Financial Planner. I also run my own company - so rather than working with you as an employed adviser, I truly understand the challenges of being a business owner.

Much of my 20 year career in financial planning has involved business consultancy at both SME and corporate level. As a Broker Consultant at Standard Life and Aegon, success relied on more than sales skills, but on understanding how I could add value to the businesses of my financial adviser clients. By helping overcome their challenges, developing knowledge and skills and transforming internal processes, I was able to play a vital consultancy role within their businesses, helping them be more successful - in turn, yielding a meaningful return on my investment of time.

When I joined Zurich in 2007, responsible for the national delivery of their protection   proposition to the financial advisory sector, these products made up less than 5% of their business. By the time I left in 2014, the proposition had overtaken all their other pension and investment sectors and today represents the majority of Zurich’s business. Creating this market-leading proposition required intricate knowledge of how businesses operate - and thrive - and I became a specialist in that field.

Today, I’m able to put these skills to use to benefit you.

I help businesses and individuals make the astute decisions required to help progress, grow and achieve their true financial potential.

Some of my clients are looking to realise the capital value of their business. I’ll provide an understanding of current value, context within the sector, determine obstacles to success and navigate the business through to exit*. I do this via my network of specialists able to provide expertise at all stages of the cycle, offering support throughout the journey.

Other clients are looking for support in managing complex financial circumstances or estates. I’ll help to optimise capital and income sources to support future objectives, by advising on investments, structuring the assets and income most effectively for maximum tax efficiency, considering succession planning and enabling philanthropy, where required.

Work with me, and my commitment to you is absolute. I offer loyalty, dedication and accountability. Your journey is my journey, and I’ll make sure we achieve our destination.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place