I have been advising private clients and families about their financial strategies and the management of their wealth for 18 years. I love it.
I am a CERTIFIED FINANCIAL PLANNERCM (CFPCM), Chartered Financial Planner and a Fellow of the Personal Finance Society, which basically means that I have taken a lot of exams over the years to ensure that I can provide the expert, rounded and professional financial advice that individuals and families need in an ever more complex world.
I accepted the invitation to join St. James's Place in 2014 as I feel that the work ethic, values and integrity that underpin the St. James's Place brand are very much aligned to my own. Working with St. James's Place Wealth Management is an ideal opportunity for me to continue to provide clients with outstanding service, with the additional support of the exclusive St. James’s Place Investment Management Approach. Furthermore, my advice is now backed by the St. James’s Place Guarantee.
Outside of my business, I am a dedicated husband to Katy and the proud father of three young girls, Alexa, Natasha and Francesca. My family and my clients take up most of my time, but once in a blue moon I get to the golf course, and promptly make all of the other players feel better about themselves.