I qualified as a Financial Adviser in 2001 with Bristol and West and then joined Santander in 2003 where I worked in the Premium Investment division, known then as Inscape. I was approached by St. James's Place with the chance to start my own financial advice Practice and joined in September 2006.

I run a small Practice that has been built steadily through personal recommendations from existing clients. We typically deal with clients across the generations from children to retirees, students to those in Director level positions and many small business owners. Quite often it starts with retirement planning for those between the ages of 40 – 60 and then extends to the wider family, either working with parents, children, siblings and so on. Knowing the family and working together is also advantageous when it comes to inheritance tax planning and managing family assets.

I treat each client with great importance knowing the relationship is for the long term across the different phases of their lives and do therefore set high entry requirements to benefit from my services.