Based in Derbyshire and Cumbria, I provide wealth management advice to clients throughout the UK.
I have been working in financial services in excess of 30 years both in the personal and business sectors, holding senior positions for a Global Bank in their Private Client Division and also as a General Manager for a building society. As a consequence, I have now established many working relationships with individuals within these sectors due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
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 long term personal relationships with my clients, ensures that I am able offer a rounded, professional and principled service.
In line with my professional background, I have focussed on developing specialist knowledge. However, as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, inheritance tax planning and retirement strategies.
Outside of my business, I am a keen sports person and a football referee.
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.