My Approach

I provide advice to a wide range of clients including business owners and many professionals such as doctors, accountants, solicitors and sports people.

I will work closely with you to create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.

I have a wide range of expertise and specialise in Investment and Inheritance Tax Planning as a Wealth Manager. I pride myself on providing high-quality personal advice on many aspects of wealth management, advising people of widely differing financial resources and of all ages. Additionally, I assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning. I am qualified as a Chartered Financial Adviser with the Chartered Insurance Institute.

I have worked in financial services for over 20 years and have utilised the expertise I have acquired along the way, including knowledge of Insurance, Investment, Pensions and Inheritance tax planning to advise my clients.

Additionally, as part of Sovereign Wealth, you benefit from the support of our exceptional administrative team and top-tier investment management provided by St. James’s Place Wealth Management, ensuring comprehensive support for all your financial planning needs.

I am a specialist mortgage adviser.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.